Your Ultimate 2020 Financial Planning Checklist

With the new year in full swing, it’s time to set fresh financial goals. Financial planning allows you to thrive today and lays the groundwork for retirement and beyond. The sooner you get your financial ducks in a row, the better.

This free, comprehensive financial planning checklist covers all the bases to help you plan and organize your personal finances for the new year. It helps you:

  • Identify financial goals that are synced up with your values
  • Make a road map for hitting those goals
  • Create a solid approach to estate planning
  • Review your investment portfolio and contributions to help maximize returns
  • Leverage insurance policies as a powerful financial planning tool
  • Craft an individualized debt management plan
  • Tweak your monthly cash flow to achieve your short- and long-term goals

Financial planning doesn’t have to be stressful. Let this simple, easy-to-use checklist be your first step towards achieving financial freedom.

*All fields required. Please see our privacy policy

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Opal Wealth Advisors, LLC (“OWA”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from OWA. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. OWA is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of OWA’s current written disclosure Brochure discussing our advisory services and fees is available upon request. Please Note: If you are a OWA client, please remember to contact OWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. OWA shall continue to rely on the accuracy of information that you have provided.