financial goals

7 Steps to a Mid-Year Financial Checkup

man with laptop working on mid-year financial checkup

It’s hard to believe, but 2019 is half over. Take a timeout from barbecues and mountain hikes to give yourself a mid-year financial checkup. Use the seven steps below to guide you. 

Step 1: Revisit Your Budget 

Take some time to review your monthly budget. Is it working for you or are you falling behind each month? After reviewing, adjust your budget as necessary. 

Keep Moving Ahead with Your Financial Goals

Following through on New Year’s resolutions is usually not easy—especially when it comes to financial goals.

Are you maintaining your new year’s resolutions? Setting a goal is the easy part. However, following through is usually not so easy—especially when it comes to financial goals. Sure, we’d all like to build a little savings or pay off debt, but staying on course can be a challenge when unexpected expenses or the temptation to spend comes up. Here are some tips to help you stay focused and keep moving ahead.

Our Resolution to You: We’ll Help You Attain Your Financial Goals

Our resolution to you is to help you set and meet your financial goals.

A financial journey of 1,000 miles begins with one step. My Financial Partner can help you get started! Whether you're trying to save for a house, paying off student loans or putting money away for an awesome vacation, we can help you make smarter decisions and take you down the path of financial empowerment.

Change Your Thought Process about Money and Budgeting

Create financial goals and better control of your personal finances.

Do you have trouble convincing yourself you need to stick to a budget every month or think your money problems will go away if you just don’t think about them too much? Having negative thoughts about money will only make it more difficult to overcome your financial challenges and reach your financial goals. We have some suggestions on how to fix your money mindset and replace negative attitudes with positive ones.