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Financial Planning Checklist: Issues To Consider When Funding An Unexpected Expense

January 27, 2022 by Marc Bautis

Unexpected expenses can induce fear and stress, even though they're not all "bad." Keep this checklist on hand to guide you through the process when they arise.


Most people like control in their lives, especially when it comes to finances. So, when an unexpected expense comes up, fear of the unknown can takeover.

The truth is that not all unexpected expenses are bad — such as a major medical bill or home repair. Perhaps a new investment opportunity presents itself that you just can’t pass up. How will you free up the capital to fund it?

Here, Marc Bautis walks you through a variety of issues to consider when these situations arise. Follow along, and download the checklist below.

Download the Checklist

Category: Personal Finance, VideosTag: Finance Tips, Financial Planning Checklists, Money Tips, Personal Finance Tips
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