Carte Blog

Financial Planning Checklist.

14
Sep

Financial Planning Checklist.

It is always a good day to review your financial plan! Knowing what you have and haven’t accomplished is vital to reaching both your long and short-term goals.

Below is a list of financial priorities that should be reviewed regularly.

Insurance

  • Did you buy a new house?
  • Did you have a baby or add to your family?
  • Did you get married?
  • Did you take on new debt?
  • Did you get a new job or have a change in income?
  • Did you experience a marriage breakdown or divorce?

Liabilities (new or changed)

  • Mortgage
  • Business loan
  • Student loan
  • Line of Credit
  • Credit card debt
  • Car Loan
  • Any other liabilities?

Assets (new or changed)

  • Art
  • Jewelry
  • Cash
  • Real estate
  • Land
  • Stocks
  • Bond
  • Life insurance policies

Short Term Goals (New or Changed)

  • Save for a house
  • Save for vacation
  • Pay off high interest debt
  • Start emergency fund
  • Major house repair or renovation

Long Term Goals

  • Retirement dates
  • Education savings
  • Mortgage elimination

Investments

  • Adjusting risk tolerance
  • Reviewing asset allocation
  • Savings strategies
    • TFSA
    • RRSP
    • RESP
    • RDSP
  • Unregistered accounts

Accounting for Big Changes

  • Did You move?
  • Did you sell major assets?
  • Did you change jobs?
  • Did you take on more debt?
  • Did your family grow?
  • Did you lose a loved one?
  • Is there a critical illness in the family?
  • Did you receive a gift or inheritance?
  • Was someone in your family diagnosed with a disability?

Your financial advisor is here to help guide you through each step of the financial planning process. The above list should be used as a starting point to address basic financial planning needs. Let’s talk about what is most important to you right now.

345 thoughts on “Financial Planning Checklist.”

  142. Nlbxwhork says:

    viagra shop canada over the counter order viagra online without script red viagra 200mg viagra pills cheap guaranteed overnight shipping viagra viagra online united states viagra canada paypal payment buy female viagra in australia pfsier viagra from canada where to buy no prescription viagra with discover card viagra prices walgreens generic viagra and dapoxetine generic viagra and dapoxetine overnightpharmacy4u brand viagra buying viagra on line

    Reply
  343. buy clomid says:

    What are the richest OTC clomiphene pills? FertilAid is a man of the best over the table fertility drugs because it contains herbal ingredients such as chaste berry (Vitex) and red clover blossom both designed to cure refurbish female and male fertility and emend reproductive wellness. Fertilaid is ideal for couples who are looking for a non-prescription Clomid to better conceive.

    Reply

Leave a Reply

Your email address will not be published. Required fields are marked *