What is a Financial Checkup?

Date: January 16, 2020

Author: Jenna Moffatt
Title: Financial Consultant Trainee
Location: Pilot Mound
Ext: 8501

Kick-off the New Year with a Financial Checkup!

The holiday season is behind us and the start of a new decade has just begun. If you’re feeling financially taxed or have new financial goals you want to achieve this year, it’s a great time to schedule a financial checkup with a Westoba Financial Consultant.

Why do I need a financial checkup?

A financial checkup is an opportunity for you to sit down and gain an understanding of your financial status. During the meeting, a Westoba Financial Consultant will focus on your financial priorities – whether that includes paying down debt or saving for something specific. They will help you design a tailored action plan to achieve these goals as fast and efficiently as possible.

How often should I have one done?

You should consider having a financial checkup done at least once a year or anytime you experience a big life event; like graduation, getting married, having a baby or starting a new job. Just as someone goes to the doctor to review their physical health, it is equally important to review your financial health. We know lives can be busy and circumstances can change quickly, so Westoba can help provide you with peace of mind knowing that you have a financial plan in place that is going to work just as hard as you do!

What will I walk away with?

Our financial consultants will collaborate with you by asking a series of questions that focus on your current (and future) life stage and will conduct a comprehensive review of your finances including your net worth and cash flow. We will help you develop a plan and you will walk away with the reassurance that no matter where you are financially today, you have a dedicated plan to reach your financial goals as fast as possible.

In an ever-growing digital world, it is so important to have a good understanding of your financial health in order to keep up with the constant changes and options. Westoba is dedicated to our member’s financial well-being and will always be there to provide sound financial advice that has your goals and dreams at the forefront. Reach out to us today for your financial checkup!