The Money Checklist was created by Joe James during the COVID19 pandemic of 2020. Joe has a background in accounting and finance and currently heads a finance department.

With all of the uncertainty about the future, we wanted to give you the chance to be certain about your finances. Personal finance can be an overwhelming topic for many people. We are here to say it is not your fault that nobody ever taught you. We want to congratulate you for taking the time to learn and take control of your financial future.