The end of the year is coming up fast... are you ready?
Take A Moment To Make Sure You're Maximizing Your Financial Opportunities!
With the end of the year approaching fast, now is the perfect time to make sure you are positioned for financial success both now and for years to come. This checklist will help ensure you aren't overlooking any of the essentials!
This checklist is ESSENTIAL if you're looking to...
  • Keep As Much Of Your Hard Earned Money As Possible
  • ​NOT Overpay Uncle Sam Via Unnecessary Taxes
  • ​Control Where Your Money Goes
  • ​Maximize Your Charitable Gifts
  • ​Set Your Business Up For Financial Success In The Coming Years
  • ​Make Sure All Of The Financial Professionals Involved With Your Finances Are Working Together For Your Benefit (Planners, CPAs, Attorneys, etc.)
  • Keep As Much Of Your Hard Earned Money As Possible
  • ​NOT Overpay Uncle Sam Via Unnecessary Taxes
  • ​Control Where Your Money Goes
  • ​Maximize Your Charitable Gifts
  • ​Set Your Business Up For Financial Success In The Coming Years
  • ​Make Sure All Of The Financial Professionals Involved With Your Finances Are Working Together For Your Benefit (Planners, CPAs, Attorneys, etc.)
 
 
Who this checklist is for...
Families
You work hard, so wouldn't it make sense to keep as much of your hard earned money as possible? Unfortunately, many people lose out on opportunities to make and keep more simply by not knowing what they should be focused on, especially at the end of the year.
Business Owners
As a business owner, you have a LOT on your plate. Running a business is tough, so we put together this checklist so you can simply and quickly see what deserves your attention, and what can be done to maximize revenue both now and in the future.
Financial Pros
We have learned through our years of experience that financial goals are best accomplished when ALL professionals involved with an individual or business are working together and on the same page. This checklist will help bridge some of the gaps we typically come across.

The end of the year is a great time to examine your financial health, update your financial plan, and ensure you are maximizing your financial opportunities. 

"What I’ve found throughout my professional career is that most individuals and business owners have some financial professionals in place, but those professionals rarely, if ever, work together to coordinate the entire financial picture together. 

The investment person does their thing, the CPA does their thing, the attorney does their thing, and so on and so forth, but nobody oversees the entire process to ensure everything is working together in harmony… one of my passions and specialties! 

This checklist contains a list of critical items that should be reviewed at least annually, as they can make a significant difference in your financial well-being both now and for years to come. 

Take a few minutes to go through the list, check off each applicable item as you complete it, and if you have any questions or concerns, please do not hesitate to reach out to me! I’m more than happy to be a resource to you in getting things checked off your list!"
-Mando Sallavanti
Financial Planner
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