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http://cinziamazzamakeup.com/?x=ho-cialis-generico Financial Planning Video & Presentation includes:

  • What’s a Financial Plan
  • Why you need a Financial Plan
  • What does a Financial Plan include
  • The Financial Planning Process

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go here The checklist focuses on 6 key aspects of an individual’s life:

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  • Income
  • Mortgage
  • Debt

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  • Are taxes up to date?
  • How can you minimize taxes paid?

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  • Short term goals (1-5 years)
  • Medium term goals (5-10 years)
  • Long term goals (10+ years)
  • Retirement goals

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  • Health/Group
  • Disability
  • Critical Illness
  • Life

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  • Wills
  • Power of Attorney
  • Beneficiaries

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  • Education
  • Living Expenses (Are they responsible for other family members?)
  • Long Term Elder Care (Are they responsible for their parents?)

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Download your free video, powerpoint presentation and checklist!

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The Video

The Powerpoint Presentation

The Checklist