Key Guideline

2019 Last Chance Financial Checklist

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

Enclosed is your 2019 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.