We’ve created this checklist as a guide to help you organize important financial documents to be better prepared to manage affairs after a catastrophe, serious illness, disability or death.
Use this worksheet as a preliminary tool to organize and understand your monthly expenses against your income. It is important to consider other aspects, including retirement savings.
To learn is to be empowered. We’re excited to offer continuing education (CE)-accredited courses to enhance your knowledge and perspective. Watch our on-demand courses and start earning credit today.
Practice management expert Lindsay Troxell provides actionable steps to help financial professionals take charge of their client experience, or CX.