Financial planning checkup

Financial planning checklist
2. My financial plan is monitored and reviewed
6. My plan accounts for inflation of 2% to 3%
7. I have a plan to double my retirement income every twenty years (after I retire)
8. I know my projected pension benefit and the inflation adjustment clauses in my pension plan
9. Each one of my investments is capable of generating my required long term rate of return
10. I understand the nature of my investments
11. I have a carefully planned will which may reduce taxes on my heirs’ assets long after I am gone.
12. I have high quality health care and property powers of attorney
My score is ____ out of 12
My Top 3 priorities:
1. ______________________________________________________
2. ______________________________________________________
3. ______________________________________________________