Scheduling Your Annual Financial Checkup | Bellevue Reporter

Scheduling an annual doctor’s appointment is common practice, but your finances could use an annual health checkup as well. A financial checkup, or a financial review, is an in-depth look at your personal finances. This includes everything from your current budget, debt, student loans, assets, retirement contributions and more. Your financial advisor can help you assess where you are now, where you want to be, and how you can get there.

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