Checklists

We are excited to help you with your important financial goals and plans and hope that you find our decision flowcharts and checklists valuable and helpful.

Let us know how we can help you accomplish your financial dreams thoroughly and efficiently.

Thank you for letting us partner with you on your life journey.

2022 Master List of Goals

  • Retirement Goals

  • Family Goals

  • Self-Development & Professional Goals

  • Asset & Debt Goals

  • Lifestyle Goals

  • Tax Planning Goals

  • Health Care Goals

  • Estate Planning & Wealth Transfer Goals

  • Misc Goals

2

2022 What Issues Should I consider When Reviewing My Estate Planning Documents?

  • Threshold Issues

  • General Power of Attorney

  • Health Care Power of Attorney & Living Will

  • Last Will and Testament

  • Revocable Living Trust

  • Irrevocable Trusts

  • Misc

3

2022 What Issues Should I Consider When Reviewing Cash Flow?

  • Income Issues

  • Expense Issues

  • Debt and Tax Issues

  • Savings Goals

  • Misc Issues

LET'S TALK! SCHEDULE YOUR APPOINTMENT TODAY.

401k extra logo png cropped.png