rest of your life

Financial Planning Checklist

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Financial Planner

Financial planning for death or retirement may be reviewed as part of Rest of Your Life Planning.

A financial planning checklist may be done with a financial planner and/or an attorney.

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Steps to Financial Planning

  • Establish goals
  • Gather data
  • Analyze and evaluate your financial status
  • Develop a plan
  • Implement the plan
  • Monitor and review the plan annually and make needed adjustments
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Benefits of Financial Planning

  • Making sure your money will last long enough
  • Caring for aging parents or a disabled child
  • Funding education of children and grandchildren
  • Leaving a financial legacy
  • Philanthropic donations
  • Financial planner could coordinate with lawyers, accountants, and insurance agents to protect you and your family and loved ones
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Data You Will Need

Financial inventory sheet

Tax returns from previous two years

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