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
Review
Monthly
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
12
Create Will
Life Event
Yearly
14
Calculate Passive Income
Yearly
15
Review Investment Performance
Quarterly