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Essential Financial Planning Checklist

This financial planning checklist outlines key areas to review including income, employment details, retirement accounts, cash reserves, expenses, debts, and insurance. It prompts the user to provide updated information on account balances, contributions, expenses, debts, insurance policies, and any relevant changes since the last meeting to facilitate comprehensive financial planning.

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studdyForExams
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56 views1 page

Essential Financial Planning Checklist

This financial planning checklist outlines key areas to review including income, employment details, retirement accounts, cash reserves, expenses, debts, and insurance. It prompts the user to provide updated information on account balances, contributions, expenses, debts, insurance policies, and any relevant changes since the last meeting to facilitate comprehensive financial planning.

Uploaded by

studdyForExams
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd

Financial Planning Checklist

Signed up for total view? List individua) income and predicted bonus

____________________________
Employment changes? 401k/403(b) Balance:
List account balances
-changes in income/bonuses?

What % of pay are you


contributing?
You may have to contact your HR department
Employment sponsored 401k? to confirm
-what contributions are you making, % of pay?
-do you know what the match is? What % is matched by your
-balance? can you give a ballpark estimate? employer?
You may have to contact your HR department
to confirm

____________________________
Checking and Savings account
balances:
This figure may be aggregate for planning
purposes

Cash reserves emergencies/opportunities Estimate monthly expenses:


-current cash reserves? [not counted in the plan] [monthly income - household expenses = cash
flow]
-cash flow [monthly income - expenses]
-debt increase or decrease since last meeting?
-any major purchases contribute to debt increase?
Debt:
-mortgage? HELOC? credit card? Current balances Mortgage? HELOC? Credit cards? Car
loans? Student loans? List balances and
interest rate.

____________________________
Insurance Policies:
Term life insurance? Whole life insurance?
Employer provided?

Changes to life insurance?


-workplace or personal insurance outside of AMPF?

Accounts Linked
List any accounts linked with total view at Ameriprise.com

____________________________
Annual / monthly income:

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