Charting your course
Reflect, Plan, and Prepare for What’s Next.
Whether you’re preparing for retirement, starting a business, or just hit a major life milestone, this checklist helps you reflect on what really matters and make sure your plan still fits your life.
Life has changed.
Has your plan kept up?
You’re not the same person you were five years ago — or even last year.
Maybe you changed jobs, launched a business, bought a home, sent your kids off to college, or even started thinking about retirement more seriously.
But here’s the thing:
While life keeps evolving, most people forget to update the plan they made for a different version of themselves.
That’s why this checklist exists.
It’s not about numbers. It’s not about jargon. It’s about helping you recognize the moments that matter — the ones that signal, “Hey, it’s time to check in with your future.”
Ask yourself the right questions before your next big financial step.
What’s inside:
7 life changes that may impact your financial planning
Quick prompts to reflect on where you are today
A personal invitation to reconnect with your future — judgment-free, pressure-free