Page 18 - Financial Life Inspection -DEMOv4
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Insurance
Top Concerns Addressed
If something were to happen to me, will my
family be able to put everything together?
What exactly am I covered for?
Where are the gaps and risks in my current
financial plan?
College Planning
Top Concerns Addressed
Am I saving enough for my children’s
college?
How much should we expect to pay for
tuition?
Taxes
Top Concerns Addressed
How can I reduce my taxes?
Am I maximizing deductions year after
year?
What are some changes to the tax law
that I should know about?
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