Putting it all together now… your free video, presentation and checklist

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

This financial planning checklist is client-centric and focused on their entire financial picture with the goal of having a meaningful and open conversation with client/prospect about their finances.

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

Cash Management

  • Income
  • Mortgage
  • Debt

Tax Planning

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


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


  • Health/Group
  • Disability
  • Critical Illness
  • Life

Estate Planning

  • Wills
  • Power of Attorney
  • Beneficiaries

Loved Ones

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

The checklist, video and presentation are unbranded so you can add your own contact information, your website link and your logo to it. Don’t forget to use it with your clients and centres of influence and on your website, email and social media.

Download your free video, powerpoint presentation and checklist!

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The Video

The Powerpoint Presentation

The Checklist