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Why You Should Have a Financial Planning Checklist If You Don't Already Have One
Some things we talk about in this episode:
- Financial Planning Checklist that gets you from point A to point B
- Potential aspects of the checklist:
- Earning Statements
- Tax Returns
- Etc.
Some questions to ask:
Q: How do I start making my checklist?
- Ask your financial advisor
Q: Who can help me plan?
- Financial advisor
- Registered investment advisors (RIAs)
Q: Why is life insurance an important part of my list?
- Life insurance leverages you against unexpected loss
If we have checklists for everything we do, why would our finances be any different? Has your financial checklist been made?
If you want to know more about what DAK Financial Group can do for you, check out our website or send us a message on Facebook. We'd love to hear from you!
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By DAK Financial Group, LLC | Retirement Planning, Personal Finances, Life InsSome things we talk about in this episode:
- Financial Planning Checklist that gets you from point A to point B
- Potential aspects of the checklist:
- Earning Statements
- Tax Returns
- Etc.
Some questions to ask:
Q: How do I start making my checklist?
- Ask your financial advisor
Q: Who can help me plan?
- Financial advisor
- Registered investment advisors (RIAs)
Q: Why is life insurance an important part of my list?
- Life insurance leverages you against unexpected loss
If we have checklists for everything we do, why would our finances be any different? Has your financial checklist been made?
If you want to know more about what DAK Financial Group can do for you, check out our website or send us a message on Facebook. We'd love to hear from you!