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4: Make a Plan

Measure and Evaluate Your Progress

Periodically, check in with your progress on your plans for health care costs. Evaluating your progress helps identify next steps.

  1. What is the first step you have to take, the second, the third, etc.? How will it look when you are finished with that step? For example, keep a list of prescribed medications for a health condition and the associated monthly costs to evaluate how this affects your finances. How can you minimize the impact to your monthly budget? What will you do with any extra money you save?
  2. How will you monitor your progress toward the overall goal or action? What evidence will you have of this progress? For example, keep detailed records if you are negotiating a bill and make weekly reminders to follow up with the next conversation.
  3. What will you do if you have questions or need additional help? Make a list of people to help you. For example, work with human resources to gain understanding about company-sponsored disability coverage when planning major surgery.
  4. Who else can help you stay on track? Can you get your spouse/partner involved? Evaluate your progress with check-ins.

This is hard work, no doubt about it. So be sure to reward yourself every time you save money on health care.

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