Financial Guides

2022 Last-Chance Financial Planning Checklist

by | Dec 6, 2022

It’s that time of year again when I like to send out my Last-Chance Financial Planning Checklist to all my family, friends, and clients. It’s a quick way to determine if you need to take actions before year-end.

It’s a small checklist with some BIG ideas that can put money in your pocket!  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. 

At the bottom, you will find a link to download your Checklist. 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.

2022 Last-Chance Financial Planning Checklist

A quick way to determine if you need to take action before year-end.



The information contained in this post is for general use and educational purposes only.  However, we do offer specific services to our clients to help them implement the strategies mentioned above.  For specific information and to determine if these services may be a good fit for you, please select any of the services listed below. 

The 4x4 Financial Independence Plan ˢᵐ

Coaching and Consulting

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