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Financial Education and Wealth Building Strategies
Planning Pieces Checklist
PLANNING PIECES CHECKLIST
Establishing a comprehensive Life Plan requires one to closely analyze their Family, Investments and Insurance as well as put several documents in place. I call these our "Planning Pieces" and each one is an integral piece to our planning puzzle.
My personal experience with a major life transition made me realize how unprepared my own family was for expected and unexpected life transitions. As I began the planning process I created a check list to make sure I left nothing to chance. I encourage you to download the checklist and use it as a benchmark to see how prepared or unprepared your family is for lifes expected and unexpected transitions.
Click on the Planning Pieces Check List to Download a Copy
