Reviewing Your Personal Finances

Download PDF document (pdf - 487 KB)This link will open in a new windowUpdated on June 17, 2022

Take a few minutes to think about your current financial situation and then answer the following questions:

• Have you reviewed your personal finances lately?
• How much do your debts, savings and/or investments amount to?
• Do you have a clear idea of your total income and expenses?
• Do you have specific savings or investment goals?

If you’re not sure about the answer to any of these questions, or if you’re not satisfied with your answers, this brochure can help you.