Fall Financial Check-in

Fall brings change. Change from a more laid-back, less regimented season to one of more routine. Vacations are over, the kids are back in school, and rhythms of life are being re-established.

This is a great time for a financial check-in. Summer expenses like vacations have impacted our spending plan. Maybe a physical move has led to a different financial picture. Looking ahead, back-to-school expenses like clothes and children’s activities may pose some additional challenges for our spending plan.

Podcast host James Lenhoff leads us through a three-step process for a fall financial check-in:

1. Review the summer and compare it financially to the spending plan.
2. Project expenses for the fall.
3. Make adjustments now!

This is a particularly crucial check-in because we all know what’s coming – the holiday season. Gifts, travel, events, and other potential expenses. Reviewing our financial status now helps us plan well for the remainder of the year and avoid those last-minute crunches!