Fall Financial Checklist

There are only a few more months in the year and there are a few tips that you can incorporate into your fall schedule to ensure a great end to 2022!


Here is the Fall 2022 Checklist. 


  1. Prepare your home for colder months- Change filters, adjust your programmable thermostat, and test smoke detectors. 
  2. Set a budget for the holiday season- Christmas and holiday traveling require planning and saving.
  3. Have a financial meeting- With year-end approaching, check your finances to see where you stand and want to be. 
  4. Get your car winter-ready- Replace the windshield wipers, get an oil change, and rotate tires. 


Each of these items will save you money in the long run. Don't forget to add any other additional items to your financial to-do list!