Checklist: What Issues Should I Consider When Establishing & Maintaining My Emergency Fund?

Investor Minute

Let’s Talk About The Basics – Your Emergency Fund

I know most people agree that having a well-established emergency fund is the cornerstone of any good financial plan. However, I don’t think we’ve really spent enough time considering what an appropriate fund looks like for YOU. There’s a lot more to an emergency fund than just 3–6 months of expenses. How does one properly define “expenses” anyway?

So let’s talk about it. I’ve put together a checklist of some ideas to consider when creating and maintaining an emergency fund. Click here for the Emergency Fund fund checklist.

After reviewing the checklist, let’s book a call or meeting to work through any questions you may have. Don’t hesitate to contact us and schedule a time to discuss this further, or click here to book a free call.