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2019 Year End Financial Planning Checklist

October 21, 2019 by Marc Bautis

We’re nearing the end of 2019 That means it’s time to do some financial planning, to set the stage for a great 2020. We believe this is so important that we created a Last-Chance Financial Planning Checklist.

The checklist covers eight key areas. It only takes a few minutes to run through but the results can be important. You can download the checklist by clicking the image below.  If you would like help going through it schedule a call from my calendar.

Category: Miscellaneous
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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