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Personal Finance Checklist Infographic

personal finance checklist

Financial success can be easy with the right tools. One of our favorite tools to use is a Personal Finance Checklist. When you have a full understanding of your financial picture, it’s easier to take steps toward financial security. Creating a personal finance checklist, especially if you update and review it regularly, can greatly enhance your focus and action plan and give you building blocks for future success.

It’s important to realize that everyone experiences unexpected setbacks in their financial life. With the right tools, you can more easily recover from these setbacks and more forward.

So how do you get started with a personal finance checklist? Our infographic lists 4 basic steps you can take to build yours today.

Personal Finance Checklist Infographic


personal finance checklist infographic

If you are experiencing financial difficulty and are looking for a solution, non-profit credit counseling can help you make sense of all your options. ​Contact us today for a free financial assessment with one of our certified credit counselors.


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Consumer Education Services, Inc. (CESI) is a non-profit service provider of comprehensive personal financial education and solutions for all life stages and for all of life’s milestones. Our goal is enhanced economic security for everyone we serve.

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