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?)


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