Personal Banking & Finance Check-up

Personal banking is a service provided by banks for daily and regular money transactions. Finance is broadly about managing, investing, and
About this Event

Workshop context, focus, and scope:

Personal banking is a service provided by banks for daily and regular money transactions. Finance is broadly about managing, investing, and growing money.

• Relationship: All banking is part of finance, but not all finance involves banking.
• Function: Banks handle daily deposits and credit; finance looks at the big picture of asset allocation and market growth.

The Personal Banking and Finance Check-up covers three key areas of your money life:

• Earning: Review your income sources, paystubs, and career growth.
• Spending: Track where your cash goes and build a realistic monthly budget.
• Saving: Assess your emergency fund and short- or long-term goals.

Feel free to prep by gathering receipts, statements, and writing down large ticket items recently purchased or planned for purchase.

You can check your credit reports for free at Annual Credit Report.