Write down the major financial events you anticipate in the next few years. That will help guide a discussion about whether your portfolio reflects your short- and long-term goals.
Update your personal net worth to account for any significant changes in the past year.
Double-check your employer-sponsored retirement plans. When determining how much to contribute, make certain to check whether your employer offers a matching program.
Take a moment to check on your various insurance programs and coverage amounts. Draw up a list of questions if you believe they no longer reflect your lifestyle.
Create a list of your top-three major expenses scheduled for the year.
Take a minute and create a list of your monthly subscription services.
