If you don’t yet have your finances in order, we have just the thing to help you take stock of what you need to line up. The following financial planning checklist will give you a set of directions toward getting your affairs in order. Go through the list below, and for whatever you don’t have, set a deadline for checking off whatever you might be missing.
Trey LaRocca is a freelance writer, financial sales worker, and tech guy. When he isn’t out and about or at work, he’s usually at home enjoying some video games and a beer. Currently residing in Newport Beach, this California Kid can be found at the beach on any given weekend. Trey has years of experience in day/swing trading, financial analytics, and sales.
