Download our Checklist: What Issues Should I Consider At The Start Of The Year?

The start of the year is a great time for a financial check-up. In addition to reflecting back on the prior year, you may be particularly motivated in January to consider making financial resolutions for the future. We can help clients review their circumstances and goals and guide them toward impactful improvements.

To help frame these conversations with clients who are looking to make a fresh start this year, we have created this checklist. It covers fundamental considerations, including:

Personal issues | Cash flow issues | Asset and debt issues | Tax issues | Insurance issues | Legal issues