Take control of your financial health with the xFit Financial Checklist—your step-by-step guide to organizing, tracking, and improving your financial health.

Whether you’re planning for retirement, reducing debt, or building wealth, this checklist helps you stay on track and achieve your financial goals with confidence.

xFit Checklist

2

Calculate Financial Ratios

MONTHLY

Monthly

Monthly

5

Calculate Retirement Targets

YeArly

6

Set Financial Goals

Yearly

7

Create Budget

Yearly

8

Setup Automated Savings Plan

Yearly

10

Establish Emergency Fund

Yearly

11

Review Life Insurance

Life Event

Life Event

Yearly

14

Calculate Passive Income

Yearly

15

Review Investment Performance

Quarterly

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