Broker Check

The 21-Point Checklist

Sound financial planning provides the means to unify all aspects of your financial life. To continually advance your best interests in our rapidly evolving world, clients must have fully integrated financial strategies that leave no room for uncertainty. That’s why we take a truly comprehensive approach to planning as we align your values with your most cherished goals.

As affirmed by the Consumer Financial Protection Bureau, we follow a time-honored 21-Point Checklist designed to eliminate any gaps in your wealth management plan. While guiding and strengthening your financial decisions, this detailed process will also help you better understand the complexities of the financial world. These points include:

  • Survivor's Guide Complete
  • Update Will
  • Establish a Trust
  • Establish a Durable Power of Attorney
  • Update Medical Power of Attorney
  • File MPOA Electronically
  • Quality of Life Directive
  • Identity Theft Plan
  • Umbrella Liability Protection
  • Assets Titled Correctly
  • Beneficiaries Titled Correctly

  • Tax Savings
  • Required Minimum Distributions
  • Unnecessary Account Fees
  • Exposure to Interest Rate Volatility
  • Asset Weighting
  • Fund Management Tenure
  • Turnover Costs
  • Preferred Lists
  • Risk/Reward Issues
  • Diversification

By encompassing your entire financial life, our tailor-made plans are built to help secure your short-term interests while protecting your long-term goals. The checklist includes everything from diversification and asset weighting, to eliminating unnecessary account fees, maximizing tax savings, and establishing your trust, will, and power of attorney. Through organizing and securing all chapters of your life, we strive to enhance your total financial confidence. To learn more, click here.

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