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Free Financial Checkups

In Money Management
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Has inflation stressed your budget?

Having a financial plan in place with clear, specific goals in mind is a recipe for success and a major contributing factor for achieving financial wellness.

By reviewing your financial history and outlining your goals with a 1st Advantage Advisor, you’ll be setting yourself up for success and one step closer to achieving what you visualize for your financial future.

We’ll help you see where you currently stand, identify areas in your personal finances where you can make changes, and lay out a plan that fits your life and your future. What are you waiting for?

By listening to your goals, reviewing your financial history, and helping you to create a realistic budget, we can help to position your current loans and/or savings in a way that allows you to maximize your savings interest, and save on loan interest.

Elements of a Financial Checkup 

  • Identify & reassess short and long term goals
  • Review credit report
  • Review deposit and loan accounts
  • Create a budget
  • Analyze bills

Keep in mind that your financial checkup is based on YOUR goals, so some items may not apply, or there may be additional items and topics to cover. Communicate the expectations that you have for your financial checkup with your 1st Advantage Advisor. Our goal is to provide you with everything you need in order to achieve financial success!

Schedule your Financial Checkup here.