Financial Checkup Checklist

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Mindset

I understand where my money beliefs come from, and can name my biggest fear about money. See Mindset.
I know which stage of the Money Cycle I'm in right now. See The Money Cycle.

I have a starter emergency fund. See Emergency Fund.
I've built a real budget and know where my money goes each month. See Budgeting: 50/30/20.
I understand what's actually deducted from my paycheck, and why. See Understanding Your Paycheck.
I have an active plan for paying off any high-interest debt. See Debt Payoff.
I've checked my credit report in the last year. See Tracking Your Credit.
My credit is frozen, or I know exactly how to freeze it. See Protecting Your Credit.
I know my current net worth. See Net Worth Calculator.

I'm capturing my full employer 401(k) match, if one is offered. See Types of Accounts.
I know what order to fund my accounts in. See the Which Account First? Quiz.
I understand what I'm actually invested in. See Stocks, Bonds, Index Funds & ETFs.
I know which custodian holds each of my accounts. See Custodians.
I've checked my retirement savings against a ballpark target. See Retirement Calculator.

I have the core estate documents in place, or an active plan to get them. See Core Documents.
My beneficiary designations are current across every account. See Beneficiaries.
I have adequate life, home or renters, auto, and health insurance. See Insurance.
My family knows how to spot a scam, and we've agreed on a family password. See Scams & Fraud.