LAVISH TOOLS

Financial Planning Checklists

The below checklists are great resources to use as you experience any of these life stages:

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Getting A New Job

A new job brings new financial decisions. From benefits enrollment and salary negotiation to updating your savings strategy, we help you make the most of every opportunity that comes with a career change.

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Getting Married

Merging your lives means merging your finances too. Our checklist walks you through everything you need to consider as a couple, from combining accounts and updating beneficiaries to planning for your shared future.

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Buying a Home

Purchasing a home is one of the biggest financial decisions you will ever make. We help you understand exactly what to prepare for, so you can move forward with clarity and confidence.

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Having or Adopting a Child

Growing your family changes everything, including your financial picture. From life insurance and estate planning to saving for education, we help you make sure your family is protected and prepared.

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Planning to Retire

Retirement looks different for everyone. Our checklist helps you think through every layer of your transition so you can step into this next chapter feeling financially secure and truly ready.

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Losing a Job or Getting Laid Off

An unexpected job loss can feel overwhelming. Our checklist helps you take stock of where you are, protect what you have and plan your next steps with a clear head.

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Starting a Business

Entrepreneurship is exciting and complex. We help you think through the financial foundations of building your business so you can focus on growth without losing sight of your personal financial goals.

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