The Financial Checklist Plan
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  • Today's Average Financial Picture
  • Why Learn the Financial Checklist Plan?
  • Past, Present, Future
  • THE Financial Checklist Plan
  • 1. Personal Reserve Fund
  • 2. Eliminate Personal Debt
  • 3. Insuring We're Properly Insured
  • 4. Saving for Retirement and College
  • 5. Paying Off Cars and Homes
  • 6. Building Wealth and Giving and Living Graciously
  • Financial Checklist Blog

Today's Average Financial Picture

Let's just sum it up this way: We're not doing very well financially.  When it comes to personal finances, most of us are barely making it and we wonder if there can really ever be a light at the end of the tunnel. 

Consider the Facts:
* 78% of Americans live Paycheck to Paycheck with little to no personal savings. 
* The average American family has $38,000 in non-mortgage debt.
* Most Americans could not weather a $1,000 emergency without both it being a crisis and a need for borrowing more money. 

* The Average American retires with less than $20,000 saved for retirement and is forced to live a meager retirement living on mostly social security monthly payments. 

Needless to say, we're not in very good Financial shape, but why should we expect things to be all that different?  Can you relate with any of the statistics above? 

After all, who teaches financial savvy?  Is it really something we should have learned in High School?  Aren't we trapped to a life of making many of the same poor financial decisions of our parents and the generations before us? 

Well, that WAS the case.  Now that you've found this site, things are going to be different.  We teach how to right our financial ships and navigate the waters of money, debt, insurance and investments.  Keep pressing on and Learn about the Financial Checklist Plan.

A Little Background

Today's Average Financial Picture
Why Learn the Financial Checklist?
Learning from the Past
Remaking the Present
Owning the Future

The Financial Checklist

Creating a Personal Reserve Fund
Eliminating Personal Debt
Insuring We're Properly Insured
Saving for Retirement and College
Paying Off Cars and Homes
Building Wealth, Giving and Sharing

Checklist Execution

Visioning a Different Future
Committing to Change
Investing Wisely