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Posts Tagged ‘Financial Check Up’

Is It Time for a Financial Check Up?

Tuesday, July 30th, 2013

Financial fitness is more than just having a savings account or being debt free – it’s an overall concept that ranges from knowing how much income you need to achieve your goals, to how much money you will need to retire comfortably.

You don’t have to be an expert in all areas to become financially fit. Practicing the basics of smart money management is all it takes for most people to reach their goals. But, sometimes you have questions and you want to know that you are on track. That’s why First Source has partnered with BALANCE Financial Fitness Program. The experts at BALANCE can help you identify the places in your financial “body” that need the most attention – then prescribe just what you need to become – and remain – financially robust.

Check your money management vital signs by asking yourself the following questions:

  • Are your goals current? Are you meeting them at the rate you would like?
  • Are you setting money aside for emergencies?
  • Do you have a positive net worth?
  • Are your spending habits what you want them to be?
  • Have you seen your credit report lately? Ever?

If you answered “No” to any of these questions, you may benefit from a financial check-up. Call BALANCE today. Appointments are free, courtesy of First Source. Call them toll free 888-456-2227, or visit www.balancepro.net for more information.








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