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Take control of your finances TODAY!

Start off 2020 with a financial plan by reviewing your current financial state.

The 2019 Ultimate Year-End Checklist will help you to reflect on 2019's financial gains and losses so you can curate a plan for 2020 that puts your finances in a healthier state by year end!

Check out how this checklist will benefit you:

  • Get a head start on your taxes (bunch itemized deductions, check loss carryforwards etc)
  • Review your retirement fund (Roth IRA's, 401k Contributions, Flexible Spending Accounts)
  • Review past financial milestones and/or create new ones 
  • Review or begin Estate Planning (create a will, do you have a power of attorney or healthcare directive ect?)

Our Process
Take this 5 Minute Holistic Review of Your Finances

What's Inside...

A list of important things to review that might make a difference in your year end to get a fantastic start in the new year. Inside you will find financial points related to: 

  • Retirement
  • Taxes
  • Estate Planning & Trusted Advisors
  • Debt Forgiveness
  • Refinancing Debt
  • Saving for Retirement
  • Milestones