2020 Progress Report
These actions are listed in order of importance. Points
I know my goals(5) and I consider my future self
in my present decisions(5) 10
I keep track of my spending on a monthly basis. 8
I review my bank statements regularly 2
I have an emergency fund. 1 month 5
3 months 5
I have a debt management plan 5
I have only 1 loan 5
I will pay off my debt early 3
I pay off my credit card balance every month 2
I contribute regularly to long term investments 8
I review my statements when they arrive 2
My tax returns are up to date 8
I review my deductions and credits 2
My annual meetings with Cindy are up to date 5
I meet my commitment in our professional relationship
by replying in a timely manner. 5
I have completed all financial action items discussed
There is nothing outstanding 5
I know where the following financial documents are: 10
Benefits handbook, insurance policies. will, etc
I have a power of attorney (5) and personal directive(5) 10
/100