This practical activity is designed to help learners take a proactive look at their current financial well-being and identify any gaps, strengths, or areas that need attention. The Financial Check-Up Worksheet serves as both a personal assessment and a planning tool—helping retirees understand where they stand today and what steps they can take to ensure a more confident, secure future.

Participants will review key areas such as income sources, monthly expenses, savings, debts, and insurance coverage. The worksheet is intentionally simple yet effective, providing clarity around their financial picture and offering prompts for reflection and action.

By the end of this activity, learners will have a clearer sense of their overall financial health, the confidence to speak with financial professionals if needed, and a personalized list of next steps to support long-term financial peace of mind.