End-of-Year Planning: Your Financial Checklist!

Financial Checklist

Our goal is to help you make confident financial choices every day and – ultimately – help you thrive. Ready to get organized for the New Year? We can help make sure everything is in order. Here’s a handy checklist to ensure you’re thinking about everything you should be with a new year around the corner.


  1. Schedule a meeting with your financial advisor
  2. Review your insurance coverage
  3. Review your beneficiaries
  4. Review your retirement contributions
  5. Review and/or rebalance your portfolio
  6. Calculate your net worth (assets – debt)
  7. Evaluate your plan for minimizing debt, does it need to be revised?
  8. Ensure you’re on track to be financially independent
  9. Tune up your emergency fund and set aside capital for opportunities
  10. Make a tax-deductible donation to charity (by Dec. 31)


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