Checklists

Our checklists are so popular with our clients, that we thought we'd share them here.  While the lists provide general information, we do encourage you to consult with someone who can look at the broader picture of your financial situation.  The best path forward often depends upon your age, career plans, stage of life and family responsibilities.  The checklists can also serve as a way to help your friends and family members develop a stronger financial understanding.