Yearly Review Sheet

At the end of a year, we should always make sure we measure how much we have progressed and if we are on track or not ? Now there can be some number of things we want to look at and ask a question “are we on track?” . If you get answer as YES for almost all of them, you can consider you are moving in right direction, else you need to take some actions to be on track. This review sheet is designed with 30 questions which every investor should ask themselves at the end of each year. Just download this sheet and see if you are on track or not in your financial life.


{ 5 comments… read them below or add one }

Chetan Ambi December 15, 2012 at 9:47 am

Really helpful Manish!!.


Jagoinvestor Wealth Club Support December 18, 2012 at 9:33 pm

Thanks !


Dinesh Saboo December 15, 2012 at 3:59 pm

thank you manish


Parag Rodrigues December 17, 2012 at 3:07 pm

People like me are forgetful by nature. This review sheet would be of immense help to ensure that I AT LEAST DO NOT FORGET FOR BALANCING MY FINANCIAL ELEMENTS…. 🙂

Thank you Manish & Nandish very much.


Jagoinvestor Wealth Club Support December 18, 2012 at 9:20 pm

Thanks for acknowledging ! .. I am sure this sheet will help anyone at the end of the year to see how they performed in this particular year 🙂


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