Your Financial Success Checklist

Your Financial Success Checklist

Checklists can help for all large life goals. They help by providing milestones, and by breaking down that seemingly insurmountable goal into more manageable chunks. That’s not to say everyone’s checklist should have the same items (or the items in the same order). Some of us prioritise security with building an emergency fund and making a will at the top of the list. You have both of these right?  Others will prioritise growth  - investment goals and retirement planning. Your top three steps will vary depending on the stage of life you are at. For example, a sample checklist for those with young kids might begin with: Review your estate […]