How to Do a Mid-Year Financial Check-In

July 5, 2023

Now that we’re almost halfway into the year, it’s time for a mid-year check-in to make sure you’re on track to reaching your financial goals. A lot of life can happen in six months and one way to make sure you’re staying financially healthy is with a financial check-up. Maybe you’ve welcomed a new baby into your family, had a loss of a family member, built a home, or even changed careers. Whatever “new” you’re facing this year, you still have six more months to adjust your goals and get back on track to where you want to be.

What Is A Financial Check-up?

A mid-year check in is essentially a “financial check-up.” It’s something you can do halfway through the year to see if you’re still on track to reaching those goals you set at the beginning of the year. Of course, a mid-year check in can include things outside of your finances, but it’s a sure-fire way to make sure you’re staying financially healthy.

How to Conduct A Financial Check-Up

Ready to see how financially healthy you are? Use this check list below to help you decide if you’re on still on track with your goals. If not, that’s okay! You can determine where you need to adapt, adjust, and make any changes to make sure you still hit your goals come January. This check list below is a great starting point! Check it out:

If you spent the time to work through this financial check-up, how did you do? Remember, this is just a simple way to make sure you’re on the right track with your finances. And if the first half of this year hasn’t gone at all as you’d planned, that’s okay too. Getting the right people on your financial team can make a huge difference. Reach out to a SageSpring Wealth Partner—we would love to help you make progress on your goals before the end of the year.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Jeffrey T. Dobyns

CFP®, CLU, CHFC

President, SageSpring

Jeffrey T. Dobyns

President, SageSpring

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best.

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades.

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville.

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.