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Financial Planning Check-up
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Print and use this list to find out if your financial plan is complete.
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- I have a comprehensive written financial plan which has been fully implemented
- My financial plan is monitored and reviewed
- Based on a needs analysis I have appropriate life and disability insurance
- I have an annual income tax plan
- I know the tax rate on my next dollar of income
- My plan accounts for inflation of 2% to 3%
- I have a plan to double my retirement income every twenty years (after I retire)
- I know my projected pension benefit and the inflation adjustment clauses in my pension plan
- Each one of my investments is capable of generating my required long term rate of return
- I understand the nature of my investments
- I have a carefully planned will which may reduce taxes on my heirs' assets long after I am gone.
- I have high quality health care and property powers of attorney
My score is ____ out of 12
Name: ___________________________
Date: ________________
My Top 3 priorities
1. _______________________________________
2. _______________________________________
3. _______________________________________
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Dundee Private Investors Inc.
2775 Lancaster Rd. #2
Ottawa, Ont. K1B 4V8
613-746-9588
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teammcgruer@dundeewealth.com
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