http://cinziamazzamakeup.com/?x=cialis-generico-24-ore 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.

http://maientertainmentlaw.com/?search=non-prescription-cialis-tablets Remember, financial planning for incorporated professionals is often 2 sided- one for the business and the other for the personal side.

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

http://cinziamazzamakeup.com/?x=acquistare-viagra-generico-200-mg-pagamento-online The checklist focuses on the practice and personal side of a professional’s life:

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  • Income
  • Debt

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

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  • Health Benefits

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

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  • Disability
  • Critical Illness
  • Life
  • Liability

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

go to link 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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