Performing a financial health check is an important step to take. To be sure, do periodic checks on your finances. Your financial health will certainly greatly affect your life as a whole. So, it is very appropriate if you do have a fixed agenda to do this financial check with irenas bookkeeping . The goal, for sure, is to be able to find out the current state of your finances. This would certainly be much better than making decisions without clearly seeing the overall financial situation. If you see how important the benefits of a financial health check are, of course, it will be very necessary not to be ignored. The awareness people to carry out this financial health check is still relatively low, even though this is very important and provides many benefits. Of course, this is very unfortunate, especially for those who experience serious financial problems and require special handling in fast time.
Check your financial health at least 4 times a year. This means reviewing financial conditions periodically every 3 months. This will make it easier to immediately make changes to allocations if needed, and financial problems do not drag on. In conducting a financial health check, you will certainly need complete data related to your finances as a whole. These various data components will form the basis for examining your financial condition. Supporting data for the next financial health check is the value of the assets you have. At least, you must know how much total assets there are, both current and non-current assets and assets from your investment. The calculation of the total amount of these assets will be very important to see the condition and also the latest financial capabilities that you have.
The financial goals you choose are also a component of doing a financial health check. Because, what kind of financial goals that have been set from the start, will later affect your financial condition. Besides, your current financial condition must also be adjusted to achieve the various financial goals that you set. The data needed for other financial health checks is the amount of debt you have. This is important because debt is an obligation that must be returned, and it certainly takes a certain amount of money from the income received.