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Writer's picture Leslie Lewis (she/her)

Tool 7--Regular review of personal financials

Updated: Sep 26

Anything we pay attention to, benefits from that attention. The 7th tool in the MGB Investing Starter Kit financial fluency process is to review our finances regularly. If you have started investing, we suggest reviewing those investment quarterly--taking time every three months to take a deeper look and how those investments are coming along. Log into the account and then update the numbers in a spreadsheet to keep track.


If you haven't started investing yet, this review could be a good time to have a conversation with yourself about what might be keeping you from getting started, and then problem solving to create a new solution. Just get started! You can do it! And a regular review of how things are going is an important part of that process.



Do you regularly review your money? Let me know in the comments! And as always, thanks for reading this.


Quick Links:


Step 1 in the MGB Investing Starter Kit process is HERE

Step 2 is HERE --Keep a Digit Tally, like You Need A Budget or RocketMoney or our free tracker HERE

Step 3 is HERE

What is Investing? is HERE

What is The MGB Investing Starter Kit? is HERE


To buy our new self-paced investing course for $49, sign up by clicking HERE.



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