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solowealth: Financial Plan Checklist

If you completed the solowealth 10-STEP Financial Plan, rest assured knowing that you've taken responsible action to "build your own financial plan" towards wealth and security. If you have not, use the solowealth Financial Plan checklist to help you fill in the gaps in your financial plan.

Financial Plan Checklist

1. STEP 1 [NET WORTH]: Do you know your Net Worth?

Yes No

2. STEP 2 [FINANCIAL GOAL]: Have you set a Financial Goal?

Yes No

3. STEP 3 [CASH FLOW]: Have you made a monthly Budget (Income - Expenses)?

Yes No

4. STEP 4 [INVESTMENTS]: Do you have enough Savings & Investments?

Yes No

5. STEP 5 [INSURANCE]: Do you have Health, Life, Critical Illness & Disability Insurance?

Yes No

6. STEP 6 [CREDIT MONITORING & ID THEFT PROTECTION]: Are your ID & Credit protected?

Yes No

7. STEP 7 [DEBT MANAGEMENT]: Do you have a plan to manage your Debt?

Yes No

8. STEP 8 [HOME FINANCING]: Are you happy with your Mortgage or Refinancing?

Yes No

9. STEP 9 [LEGAL PROTECTION]: Do you have a current Will and Power of Attorney?

Yes No

10. STEP 10 [TAX MANAGEMENT]: Do you have a reliable Tax Management Solution?

Yes No