Time for a Financial Check-Up

When was the last time you really took an inventory of how you are doing financially? Now may be a good time to meet with a CPA/PFS for a diagnostic check-up of your financial health. It is never too late to get financially healthy. 

Take a few moments to identify your financial concerns among those listed below:

	Concern
	High	Low	None
Establishing a regular, systematic savings plan
Managing cash flow
Establishing an emergency reserve fund
Developing or revising your investment strategy
Minimizing personal income taxes
Saving and investing for a comfortable retirement
Establishing an IRA, SEP, or Keogh retirement plan
Building funds for your children's education
Building funds for your grandchildren's education
Providing for the care of elderly parents
Making gifts to relatives
Making gifts to charity
Minimizing your estate tax
Determining how your estate assets are distributed
Avoiding probate costs at death
Minimizing the burden of health-care costs
Providing for your family in the event of death
Providing for your family in the event of disability
Ensuring your insurance coverage is cost-effective
Changing or modifying your career
Saving for a major purchase or vacation

A CPA/PFS can help you plan and reach these and other financial goals with services that range from an informal personal consultation to a comprehensive financial plan.