Planning for the year ahead can be a tough endeavor—particularly after a tumultuous year like the one we just experienced.
The good news is that challenging times often teach us the most valuable lessons—especially when it comes to financial preparedness.
So, what worked for you, and what didn’t? What did you learn and how can you improve? And, most importantly, what steps are you going to take for a strong 2021? Downloading this Financial Planning Checklist puts you in the perfect position for just that—a successful year.
Inside, you’ll find ways to help you:
- Re-organize and re-prioritize your most meaningful goals for 2021
- Assess your emergency fund and automate savings goals
- Re-balance your portfolio and review your risk tolerance
- Consider mortgage refinancing and debt payoff plans
- Review insurance policies, retirement accounts, annual subscriptions, and monthly expenses
- And much, much more!
One more thing: Having a financial advisor go through this checklist with you is the best way to both craft a winning game plan—and also stick to it for the whole year.
Get started on your 2021 Financial plan today and take advantage of this special offer: a free consultation with one of our trusted advisors.
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Opal Wealth Advisors, LLC [“OWA”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. OWA is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from OWA. Please remember that it remains your responsibility to advise 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. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.opalwealthadvisors.com. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
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