Your Financial Security Checklist
Take control of your financial future with our comprehensive assessment tool. Complete this checklist to ensure your family’s protection and build your legacy.
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Total Points
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Security Score
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Legacy Score
🛡️ Security: Insurance Coverage Checklist
Ensure your family’s financial security with comprehensive coverage (60% weight)
My family can stay in our home if I pass away
Mortgage protection verified
Funeral and burial expenses are fully covered
No family financial burden
6-12 months of living expenses covered by life insurance
Calculated amount verified
All debts and final expenses won’t impact my estate
Comprehensive coverage confirmed
Policy details are current and beneficiaries notified
Annual review completed
I understand policy terms and can access cash value if available
Full policy comprehension
Coverage amount reflects my current financial obligations
Recent assessment completed
My insurance strategy supports my 7-year mortgage payoff goal
Accelerated payment plan integrated
🏛️ Legacy: Financial & Estate Planning Checklist
Build and protect your wealth for future generations (40% weight)
Total asset and debt inventory completed
Net worth calculated
Will/trust documents exist and address my wealth transfer goals
Legal documents in place
All accounts have designated beneficiaries
Banks, retirement, insurance verified
Tax-free retirement income strategy is implemented and on track
Roth IRA and HSA optimization
Healthcare and financial powers of attorney are current and accessible
Emergency documents ready
Digital assets and passwords are documented for heirs
Digital legacy secured
Legacy plan reviewed within last 2 years or after major life changes
Recent review confirmed
Understand What This Means!
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