Financial Planning Checklist

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.

• Financial Inventory Sheet
• Find a Financial Planner
• Financial Information Resources

• 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

• 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

Financial inventory sheet

Tax returns from previous two years