UPDATED CREDIT TOOLS
PREPARATION ROUTINE CHECKLIST

Date: ____________________
Goal: ____________________

[ ] List the balances, limits, and payment dates you want to review.

[ ] Note any questions about due dates or account details.

[ ] Choose a reminder or payment safeguard to explore.

[ ] Set a date to review your records again.

[ ] Keep a dated note of questions and follow-up conversations.

Questions to bring to the conversation:

1. ________________________________________

2. ________________________________________

3. ________________________________________

Next review date: ____________________

Keep personal financial records secure. This is an educational preparation worksheet, not personalized advice.