Financial Health Checklist

1. Do you have an adequate emergency fund?
2. Are you satisfied with how you spend your money?
3. Have you thought about your top three financial goals and planned how you’re going to achieve them?
4. Are you funding a retirement plan?
5. Are you saving what you feel you should be, and is this amount enough to achieve your goals?
6. Have you recently analyzed the money that you have invested to see that it’s invested and allocated in the ways you want and need?
7. Do you have sufficient protection against the risks of living and doing business (medical, life, disability, homeowners/renters and business owners insurance)?
8. Is your career satisfying you financially and in other ways that are important to you?
9. Do you have an up-to-date will?
10. Are you current with your tax filings and payments?
11. If you’re in debt, are you paying it off or incurring more?
12. Do you have a plan that will allow you to live as you wish to live?

This checklist is taken directly from Susan Lee, EA, CFP at FreelanceTaxation.com:
https://www.freelancetaxation.com/financial-health-checklist