Planning Steps

You need to stop and take time to not only set goals, but also have a plan to execute your wishes and dreams.

Financial Partners Planning Steps

  1. Emergency Contacts
  2. Medical / Health Issues
  3. Family Information
  4. Professional Advisors
  5. Important Documents
  6. Assets / Accounts
  7. Insurance
  8. Debts – click here for a free Budget Sheet
  9. Planning Documents
  10. Legal Documents
  11. Family Cash Flow Record
  12. Instructions in Case of Death