CHECKLIST: 5 Steps to Organize Your Finances

Preserve your hard-earned wealth and make smart financial decisions throughout your career.

Planning For Life: Make Informed Money Decisions

Having a financial plan leads to better money making decisions, financial stability, and peace of mind. However, according to debt.com only 30% of Americans have a financial plan in place. 

We have compiled a list of key questions to help get you started organizing your finances. These will help you:

  • Determine your financial goals
  • Gather what you need to get started
  • Assess your current financial situation
  • Create a plan to achieve your goals

Download our checklist to start organizing and prioritizing your financial goals today.

 

Download the Financial Checklist

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Disclaimer

Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 4350 Congress Street, Suite 300, Charlotte, NC 28209, (704) 557-9600. Spaugh Dameron Tenny is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.