When dealing with an incorporated professional (physicians, lawyers), things can get pretty complicated. This checklist is focused on helping you make sure you don’t forget to discuss key aspects of a professional’s financial planning.

Remember, financial planning for incorporated professionals is often 2 sided- one for the business and the other for the personal side.

By using this checklist, you can have a meaningful and open conversation with a professional about their practice and personal finances.

The checklist focuses on the practice and personal side of a professional’s life:

Cash Flow

  • Income
  • Debt

Tax Planning

  • Corporate Structure
  • Taxes up-to-date
  • Tax Planning- tax efficiencies


  • Health Benefits


  • Short term goals
  • Medium term goals
  • Long term goals
  • Retirement


  • Disability
  • Critical Illness
  • Life
  • Liability


  • Retirement Strategy
  • Estate Planning
  • Selling your practice
  • What to do in case of divorce
  • What to do in case of death

The checklist is unbranded so you can add your own contact information, your website link and your logo to it.

Happy Planning!

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