Financial Checkup

Service Description

A financial check-up is like a wellness visit for your money. It’s a chance to review where you stand financially and make sure you’re on track with your goals. This includes going over your employer-provided benefits—such as health insurance, retirement plans, and other perks—to ensure you’re making the most of them. It also helps you clearly understand what’s already automatically coming out of your paycheck, like taxes, insurance premiums, or retirement contributions, so you know exactly where your money is going and can make informed decisions about your financial future.