Tools & MoreUncategorized15 Minute Financial Check-in & Worksheet

15 Minute Financial Check-in & Worksheet

Written & Reviewed By Michael Ryan
| Last Updated:
Monthly Financial Action Checklist
15:00

Monthly Financial Check-In

Your 15-minute ritual for financial clarity

Checking in for:
June 2025
You’re building something incredible. Consistency beats perfection every single time.
📊
Review: How did last month go?
No judgment, just awareness. Look at your spending vs. your plan.
🎯
Track: Update your primary goal
Celebrate progress, no matter how small. Every step forward counts.
⚡
Automate: Check your systems
Make sure your money is working automatically in the background.
🔮
Adjust: Plan for next month
Anticipate big expenses so they don’t derail your progress.
Your Monthly Completion
0%
1
month streak
🎉

Amazing work!

You just invested 15 minutes in your financial future. That’s how wealth is really built—one small, consistent action at a time.

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Michael Ryan
Michael Ryanhttps://michaelryanmoney.com/
Michael Ryan, Retired Financial Planner | Founder, MichaelRyanMoney.com With nearly three decades navigating the financial world as a retired financial planner, former licensed advisor, and insurance agency owner, Michael Ryan brings unparalleled real-world experience to his role as a personal finance coach. Founder of MichaelRyanMoney.com, his insights are trusted by millions and regularly featured in global publications like The Wall Street Journal, Forbes, Business Insider, US News & World Report, and Yahoo Finance (See where he's featured). Michael is passionate about democratizing financial literacy, offering clear, actionable advice on everything from budgeting basics to complex retirement strategies. Explore the site to empower your financial future.