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LIFE CHANGING EVENTS CHECKLIST

Because life doesn’t always go according to plan.

We are committed to helping you attain all of your financial goals. We do this through monitoring your progress.  Since change is inevitable, it is important to stay connected and address how unplanned milestones in your life may impact your financial plan.

Below are common life events that may occur in your life. Please contact us if any of the following events occur in your life.

  • MARRIAGE 
  • NEW BABY
  • ADOPTION
  • CHANGE OF JOB
  • DIVORCE
  • REMARRIAGE
  • BUYING OR SELLING A HOUSE
  • WINNINGS FROM LOTTO OR CASINO
  • INSURANCE & LEGAL SETTLEMENTS
  • YOU ARE CONSIDERING MAKING A LARGE PURCHASE
  • YOUR CHILD MARRIED
  • YOUR CHILD DIVORCED
  • STARTING A BUSINESS
  • SELLING A BUSINESS
  • DISABILITY IN THE FAMILY
  • YOU OR YOUR SPOUSE ARE WITHIN TWO YEARS OF RETIREMENT
  • DEATH IN FAMILY

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