"Internal Financial Audit"

BOOK: "Where Do We Go From Here" by Dr. Martin Luther King Jr.

Sylvia K. Alston "Cousin Syl":
Ways to Schedule an Internal Financial Audit:
(the audit that you do of yourself before any other business entity gets involved)
#1 Evaluate your life changes.
(marriage/divorce, new job/home/baby, major purchases/rental property/college tuition, sold a car, illness, death of  someone that you are financially responsible for/have financial ties)

Recommendation:  Do these audits once a year but definitely in a two-year span.
There are many systems to help you (Google, Quicken, QuickBooksPro).

When open enrollment comes up, make sure that you are attending the meetings.
At the beginning of the year, review the policies. Review where you are.

If your company has a 401K, make sure that you are investing in it.
If your company participates in charitable-giving, take advantage of it.

#2 Have a proxy.
Someone in your life that you trust to handle your business if you're not able to do so.  

#3  Develop your financial intelligence this year.
Take stock of who you are and make a decision to learn more.

#4 You are not a tree.  You are not rooted to struggle. You are not rooted to lack. You are not rooted to financial instability unless you choose to be. If you choose to be rooted to stableness, it's attainable. But you have to be willing to take stock of where you are. Be willing to do things different and to show up differently in your life. 

Karen: Don't be mad when people challenge you to do better.

#5 Review your resume every year.
​(consider updating your LinkedIn page every 3-6 months)

#6 Make sure that you have the proper insurance BEFORE you need it.