Wendy Liebowitz grew up at financial services firm Fidelity. She began her career as a 19-year-old intern at the firm, working her way up through the ranks, eventually landing the role of vice president branch manager of the firm’s Ft. Lauderdale, Florida, location. 

“I just saw what value working at an investment company had,” Liebowitz said by phone Thursday. “I was personally able to learn the value of a dollar and how investing early helps you build your wealth long term.”

Liebowitz, who is a certified financial planner, shared advice on performing a financial checkup with She Spends. What follows are some of her tips!