Financial Checkup Resources

The first major investment a person can make towards financial freedom is to learn! That’s why we put together a seminar to assist you in learning how to make good financial decisions, and start your journey toward financial freedom.  Here are a few resources for you to put what you’ve learned into action!

Financial Checkup Seminar Topics:

  • What’s in my Pocket?  –  Building Your Budget
  • Am I Covered?  –  What Are My Insurance Needs?
  • Can I Recover?  –  Overcoming Bankruptcy, Bad Credit, Etc.
  • Is Home Ownership Right for Me?  –  Should I Purchase A Home?
  • Putting Your Money to Work for You  –  Increasing Your Net Worth Through Stocks, Bonds, Mutual Funds, Etc.

Budget Template

Here is a link to the budget template for “What’s In My Pocket.”

Credit Score

Check your credit score here:
Fore more details, visit the Federal Trade Commission website:

Seminar Playlist