Broker Check

2021 Year End Financial Planning Checklist

September 13, 2021

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