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?)