2019 Financial Health Checkup
Proactive Annual Review of Your Home Loans, Liabilities, Insurance Coverage, Estate Planning, Tax and Financial Goals
How much do you estimate your home is worth currently?
Have there been any significant changes to your finances in the last 12 months (income, savings, credit, debt, etc)?
Do you anticipate any significant changes to your finances in the next 1-3 years (income, savings, credit, debt, etc)?
Do you anticipate any changes to your employment in the next 3 years?
Which of the following home finance goals appeal to you?
Moving to a larger home
Financing for college/education
Building your net worth/achieving financial freedom
Which of the following professionals do you currently have a relationship with?
Financial Planner/Investment Advisor
Do you have any specific goals or questions?
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