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Financial Planning Checklist: Issues To Consider At the Start of 2022

December 30, 2021 by Marc Bautis

Kickoff the New Year by getting your finances in check. This free downloadable will give you a place to start.


At the start of the year, a lot of people put a focus on planning and organizing their life, finances included. If one of your New Year’s Resolutions include reaching financial stability, success or freedom — but you’re not sure where to start — consider these specific issues.

Download the Checklist

Category: Personal Finance, VideosTag: Finance Tips, Financial Planning Checklists, Money Tips, Personal Finance Tips
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Bautis Financial
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Suite LL1,
Montclair, NJ 07042
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  • Podcasts
    • 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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