Gain Confidence in Your Financial Future:
Unlock Your DIY Financial Planning Checklist
This FREE DOWNLOAD walks you through each step to understand your current financial situation, identify your goals, and create a realistic path to reach them.
✦ EVALUATING YOUR CURRENT FINANCES:
Use the included net worth calculator to figure out the total value of your assets and liabilities, and then go through your monthly budget to see how your expenses compare to your income.
✦ PLANNING FOR RETIREMENT & OTHER GOALS:
Learn how to set realistic goals for retirement and other financial priorities that are important to you.
✦ CREATING YOUR FINANCIAL PLAN:
Follow the checklist to create a comprehensive financial plan that incorporates your goals and covers other essentials, including insurance, estate planning, investments, taxes, and more.
Use the checklist to:
- Calculate your total net worth and analyze your monthly budget.
- Identify your long-term financial goals and develop a plan to reach them.
- Ensure that your financial plan includes often-overlooked elements, like insurance and tax planning.
We created this checklist to help you feel confident managing your money. It’s designed to set your finances on a firm foundation, so you’ll know you’re on the right track with your financial decisions.