ADHD Financial Coaching... things to consider:
True False
___ ___ My bank account is reconciled and balanced
___ ___ My bills are paid on time
___ ___ I don't have frequent late charges
___ ___ I know where my money is being spent
___ ___ I am not in an unusual amount of debt
___ ___ I open my mail immediately and take action
___ ___ I enjoy the security of having planned for known & unknown expenses
___ ___ I have appropriate insurance coverage
___ ___ My end of year tax information is easily accessible
___ ___ I have a "will" that is up to date
___ ___ My family or other person(s) knows where my "will" is located
___ ___ I have a retirement plan that will offer me security in the future
___ ___ I plan my spending and do not shop impulsively
___ ___ I have a budget and savings plan that I follow
If you answered "false" to any of these statements, we can assist you with your financial health and stability!
Your coach will assist you with:
- Making sense of all the paperwork
- Developing and implementing financial systems that are simple and highly individualized
- Taking adantage of technology for finances
- Developing and maintaining mail handling systems
- Decreased impulsive spending
- Maintaining a budget that is realistic
- Saving for the future
- Achieving financial goals
- And more...