8 Point Year-End Financial Planning Checklist

Wisdom Wednesday with Viva Financial

The end of the year is when a lot of deadlines come up. So, as we head to the end of the year, now is a great time to make sure your financial plan is still on track.

And it’s wise to use a checklist to see where you are and what you should do. Here are eight of the most common and important items to review with your financial advisor:

8 Point Year-End Financial Planning Checklist

Viva Financial

4625 Morse Road, Suite 102 | Gahanna, Ohio 43230
P: 614-831-0800 | dan.phillips@viva-financial.com | heather.phillips@viva-financial.com | F: 614-831-0799

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