Kristine Batch | Source | Senior Vice President, Senior Regional Delivery Manager at UMB Bank

Kristine Batch

Senior Vice President, Senior Regional Delivery Manager at UMB Bank
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  • Tracking down and recording all of your income, holdings and recurring debt is the foundation of a financial review. Start by taking note of income – be sure to include your salary, any second jobs, annuities and other sources of money coming in.

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  • One action your future self will thank you for: Annual financial reviews | AZ Big Media

    When we ask a client if they’ve performed a financial review recently, we’re often met with a blank stare or an answer along the lines of, “Sure, we review our budget every month.” The truth is a financial review is very different than reviewing your budget monthly. Performing a financial review is an intentional, comprehensive effort that will help you understand your current financial state and develop insight into any changes or adjustments you may!

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  • UMB Bank
    Senior Vice President, Senior Regional Delivery Manager
    started Aug 2016