Action Plan

Track your financial tasks, goals, and milestones

Purchase term Life Insurance policy of $1-1.5 million to supplement your employer-provided Group Life Insurance of $500k

Due Jan 27

Review your health plan to check coverage for your healthcare providers

Due Feb 12

Choose a company to create a will with

Due Sep 9

Establish a living will

Due Sep 12

Set up your retirement calculator

Due Sep 18

Build an emergency fund

Update Beneficiary and TOD/POD for all life insurance, retirement accounts, and bank accounts

You're doing great!

Keep up the good work

1 of 7 completed

YOUR MAIN FOCUS

Safeguard estate for your family

We heard your primary goal is to safeguard your assets and make sure you make it easy for your family to receive your estate. Let's work on planning your estate.

Pro tip:

Although this is your main priority, other goals can be worked on at the same time. Work with your advisor to find out more.