The two main reasons why people don’t make progress toward achieving their financial goals are time and knowledge. It’s easy to get bogged down by work, so whenever there is free time, it’s spent with the family. It can also be overwhelming figuring out how to create an effective financial plan. Where do you start?
This financial planning checklist addresses these common concerns. It reminds us to take a look at areas that might need our attention before the end of the year — like taxes, investments, health care, insurance and retirement — so we can enter the new year on the right foot.
We encourage you to complete this checklist and consult with our advisors on any areas that need attention.
If you have any questions or concerns, our advisors are happy to go over the items with you and discuss possible scenarios for 2022 and 2023. Click here to schedule a call.