FINANCIAL PLANNING CHECKLIST

^{By Louis Green, CFA®, CFP®, CRPS®}

Financial Planning Checklist

• Create a goals-based written financial plan to determine the probability of meeting your objectives.

• Develop and review your balance sheet, outlining your assets and liabilities.

• Prepare a cash flow statement to analyze your current and future spending.

• Review all your debt. What interest rate are you paying? Can you refinance at a lower rate?

• Reduce your debt and interest payments by paying off high-interest rate debt first, paying off smaller loans first, or consolidating your debt at a lower interest rate.

• Review your Social Security statement and create a plan around your benefits.

• Review all your insurance policies to ensure you have appropriate coverage without being over- or under-insured.

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Find out how Prestiq Wealth can help you create a comprehensive financial plan based on their book, 5 Steps To Retirement Planning.

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All advisory services are offered through Savvy Advisors, Inc. (“Savvy Advisors”), an investment advisor registered with the Securities and Exchange Commission (“SEC”).