#1 Finish Your FAFSA
If you have kids going to college in September your FAFSA is due by the end of the month. You Should have submitted it already (particularly if you watched the financial planning To-Do’s for March), but if you’ve waited until the last minute make sure you get it in soon.
#2 Meet With Your Planner
Schedule a meeting with your certified financial planner if you didn’t meet at the beginning of the year. The halfway point is a great time to check in and see how you are doing and if your planner has any advice on how to make improvements. If you are going to meet with someone for the first time make sure you meet with a CERTIFIED FINANCIAL PLANNER™. The CERTIFIED FINANCIAL PLANNER™ (CFP®) designation is a professional certification mark for financial planners granted by the Certified Financial Planner Board of Standards (CFP Board). To receive authorization to use the designation, the candidate must meet education, examination, experience and ethics requirements.
#3 Check Your Budget
Time to check in on your budget! It’s been a little over six months since the start of the year. How are you doing? Do you need to make any adjustments?
Tools like First Step Cash Management can help you proactively plan and monitor your cash flow.
For more financial planning tips, download my free report: “8 Steps to Organize and Optimize Your Financial Life”. Thanks for reading!