Home: Your Goals
Our Financial Checklist asks sometimes difficult questions about your
financial picture and your financial goals. They ask you to compare your
current financial reality with your desired reality and to consider how you
might bridge the gap between them. Montridge Financial Group advisors are
not only able to help you answer these difficult questions, they can also
help shift them to what you want them to be, changing your financial dream
into your financial reality.
 | Do you have a written financial plan that reflects both your current short and long-term objectives as well as your attitudes and values? |
| Is your current investment portfolio aligned with your risk tolerance and financial plan? |
| Do you have a will? |
| Will health care costs possibly impact you in the future? |
| Do you have a plan for your charitable donations that is the most efficient and effective? |
| Do you know the amount of retirement income you will receive and where it will come from? |
| Do your employees, suppliers, and customers know who will take care of the business should you die, become disabled, or retire? |
| Does your current benefits plan meet the needs of the employees, management, and shareholders? |
| Has your shareholders' agreement and the funding associated with it been reviewed in the last three years? |
| Do you assist your employees with their retirement planning? |
| How would a serious illness affect your financial future? |
| Will assets need to be sold to pay taxes upon your death? |
