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Financial Planning Checklist

Would you like to schedule a complimentary virtual meeting to discuss your financial planning needs?

 

As a team of CERTIFIED FINANCIAL PLANNERS™ and Chartered Financial Analysts®, CBM and the firm’s fee-only financial advisory subsidiary, May Barnhard Investments, specializes in holistic financial planning and investment management. Our comprehensive planning process focuses not only on the financial aspects of your life but also your individual preferences and personal circumstances. What makes us different is our ability to create a truly customized plan that takes into consideration your goals and objectives, tax situation and investment preferences. We go beyond the numbers to make sure this is YOUR plan. Please complete this brief survey and one of our professionals will reach out to you.

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Have you established a financial plan that addresses your short- and long-term goals?*
Do you regularly review your investment allocation to ensure it matches your financial plan and investment goals?*
Would you like us to schedule a 30-minute complimentary virtual meeting to discuss your financial planning needs and/or investments?*
Do you have adequate savings?*
Are you planning on retiring and concerned about longevity risk?*
Would you like to speak with a professional about investment concerns and market risk?*
Do you have adequate insurance including life, disability, long-term care and property insurance?*
Do you need assistance with education planning?*
Do you have questions about inheritances?*
Do you have a will, power of attorney and/or advanced medical directive?*