Are You Ready To Go?

My Road To Financial Independence Checklist

(This activity is also available as a blank, downloadable and printable PDF – Download Blank Road to Financial Independence Checklist Worksheet)

A big part of being more financially independent is having a personal financial file. This file should contain anything you might need to be established as an adult, allowing you to open a bank account, to build credit, and to help you get the services you need to live independently. You will need to create a system that works for you. Here are some suggestions:

Government Supports and Services




Your Information

  • Personal identification information,
  • Health insurance policy number,
  • Doctors’ and specialists’ contact information,
  • Prescriptions,
  • Durable Medical Equipment (DME) vendor contact information, and
  • Service coordinator/case manager/supports broker contact information.