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Congratulations on taking the first step to financial success!

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If you are reading this guide, you believe in your heritage and want to do everything you can to invest in your legacy. As you know, managing personal finances can be challenging and even overwhelming. Where do you start? What should you focus on? Are you covering all essential areas to properly care for those you love?

 

While Schutte Financial can provide personal assistance with investment management and insurance solutions, you can use this simplified checklist to improve your future starting today!

 

Insure
Prepare for setbacks to protect who and what you value

• Complete estate plan (will; power of attorney; trust)

• Acquire adequate insurance (health; life; umbrella; specialty)

• Identify long-term care plan (insurance or family)

• Support Medicare enrollment (fill gaps in coverage)

“One who is wise is cautious and turns away from evil, but a fool is reckless and careless.”

 

Invest
Contribute to your future and provide for those you love

• Activate online financial plan (cash flow; debt reduction; investment deposits)

• Set up personal portfolio management (general; emergency; Roth IRA)

• Maximize employer retirement matching (401k; 403b)

• Increase income potential with education fund (college expenses)

“Wealth gained hastily will dwindle, but whoever gathers little by little will increase it.”

 

If you have any questions, please contact us today for a free consultation.