Orlando Federal Credit Union
INTRODUCTION
COMMUNICATE
SHARE FINANCIALS
SET GOALS
CREATE A SPENDING PLAN
•
MERGE ACCOUNTS
REVIEW BENEFICIARIES
REFINANCE
Strategies for Success
Visualize your goals--find a picture of each goal and paste your photo in it.
Track progress--chart your accomplishments each week.
Re-evaluate your progress each month. If necessary, adjust your plan.
Celebrate successes.
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