Broker Check

2021 Year End Financial Planning Checklist

September 13, 2021
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Attached is our 2021 Last Chance Financial Checklist. We call this checklist "Last Chance" because it reminds us to look at some areas – like taxes, investments, health care, insurance, and retirement – that might need attention before the end of the year.

Year End Financial Checklist

 As you'll see, it's quick and should take about 5 minutes to complete and may provide a great deal of value to your financial wellbeing.

 I strongly encourage my clients to review this checklist early in the fall season to prepare for year-end financial matters and improve their chances for financial success. When they see areas that need attention, I encourage them to let me know as soon as possible so we could address them in a timely manner.

 If you would like to discuss any of the topics on the checklist, feel free to schedule a complementary consultation by calling me at (818) 639-9278 or click HERE to schedule a no obligation meeting.

Year End Financial Checklist