Financial Checkups – Explained

“A man’s heart plans his way, But the Lord directs his steps.” (Proverbs 16:9).

Despite placing our trust in the Lord, we must take sole control of our financial futures. 

You never know what unexpected life interruptions are going to shake up your financial situation, so it is crucial that you are consistently checking on your current situation and ensuring you have a contingency plan. 

In today’s episode, you will learn about 10 of the most important topics that our financial advisors discuss with their clients during their annual checkups.

These 10 topics are:

1. Protection
2. Performance Review
3. Spousal Alignment
4. Emergency Fund
5. Check your Pivot Date
6. Debt
7. Beneficiaries
8. Tax Planning
9. Held Away Account
10. Your Net Worth

 

Let us know what you thought of today’s episode by leaving a comment and sharing the podcast with a friend!