Jonathon Allen, CFP®
Take the February Financial Fitness Challenge!
We are now firmly in to 2020 and if your financial planning took a back seat to the rest of your new year's resolutions, now is the time to commit to the Parks Wealth Management Financial Fitness Challenge!
We are here to guide you in organizing your investments, cash flow and savings so that you may pursue your short- and long- term financial goals.
Below we have listed tasks that you can focus on each month. And if you do not have some of these pieces, not to worry...we are here to help.
February: KNOW WHERE YOU STAND
Gather your tax info, update and review your net worth statement and spending plans.
March: HELP MAKE YOUR DREAMS COME TRUE
Have us create or work with you on your existing Wealth Management Solution site so you can see all of your finances on one page, review investments and plans for major expenditures and start striving towards your financial goals.
April: TAX PLANNING TO SAVE YOU MONEY
File tax returns and begin current year tax planning.
May: PROTECT YOUR ASSETS
Review insurance policies and other risk management tools that may be appropriate for your specific situation.
June: DISCOVER YOUR HIDDEN PAYCHECK
Review employment benefits and maximize their potential.
July: PLAN A LASTING LEGACY
It is never too early to talk to your children about the essentials of money and wealth. Don't know where to start? We offer family meetings to help guide these discussions in a way that is comfortable and appropriate for your family.
August: PROTECT FAMILY ASSETS
Talk to parents and other family members about their estate and family plans. Now is the time to flag and address potential problems with estate planning documents.
September: REVIEW SPENDING PLANS
Plan for year-end gifting and spending.
October: PROTECT YOURSELF AND YOUR LOVED ONES
Review and make necessary updates to your estate planning documents.
November: MORE TAX PLANNING!
Review and finalize your tax plan now for 2021.
December: REVIEW THE YEAR AND PLAN AHEAD
Schedule a family meeting to review values, beliefs and financial knowledge. Finalize charitable gift plans and enjoy the holidays with peace of mind!
Give us a call and we can help get you on the path to financial fitness in 2020!