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

Visioning a Different Future

We've found over time that rarely will the work of those seriously undertaking the Financial Checklist pay off unless a vision for a different future has been devised.  Without taking the time to envision your better future, any level of sacrifice or financial change habits are unlikely to persevere. 

Visioning doesn't need to be extensive or difficult, but it is worth putting some dedicated time toward this task.  Begin by asking yourself these questions:

What would it mean to you if you were completely out of debt?
How would you live your life differently if you were debt free? 

What would be your debt free purchase (or reward for hanging in there)?

What are your dreams for your future in retirement? 

What are your dreams for how you might be able to help your family and friends financially with your newly earned financial freedom? 


Taking time to think through these questions will motivate you to rock the Financial Checklist plan.  When we have a clear view of a better, stronger future, our determination will meet our desire and greatly increase our odds for financial success. 

Next, let's build on our vision and begin Committing to Change.

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