Your 2024 Last-Chance Financial Planning Checklist

Below is your2024 Last-Chance Checklist. We call this checklist “Last Chance” because it reminds us to take a look at some areas—like taxes, investments, health care, insurance, and retirement—that might need our attention before the end of the year.

As you’ll see, it’s quick and should take about 5 minutes to complete.

I strongly encourage you to review this checklist as soon as possible. If you see areas that need attention, we should address them right away.

If you have a friend or family member who could benefit from this year-end checklist, please let me know and I’ll be happy to send them one as well with no obligation.

If you have any questions, feel free to drop me a note or call.

I look forward to hearing from you!

Your 2024 Last-Chance Financial Planning Checklist

Shape up your personal finances for a great year-end!

Fall is an ideal time to examine your financial health and update your financial plans. Here is a list of important things to review that might make a difference in your year-end review and plans for next year. Check all that apply. If you have any questions or concerns, I will be happy to go over these items with you and discuss possible scenarios for 2024 and 2025. Call to schedule a review.

Print this page, then complete the form by checking the boxes next to any key items that impact your situation or need more research or discussion.

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