Download below the checklist for tracking the most important monthly financial basics for any given year. I find these items are the essential parts of making this financial wellness process work over time. They scale well as income increases, which it is likely to do as you pay higher quality attention to your finances and confidence in discussing them!

I put this in Word format so you can make personalized changes to it, as desired. There’s no one “right” way to keep up with your finances. This is a good start, and feel free to own it as you become more familiar with your own process!

Click below to download & save to your desktop: