Life Event Planning Checklists

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Financial Planning for Life’s Events

Most life changing events require financial planning. Why? Because most of life’s events not only affect your current lifestyle, but could drastically affect your future. That’s why we have prepared Life Event Planning Checklists to help guide you through many of life’s occurrences. Keep in mind, however, that while these checklists can help you get organized and start planning, they shouldn’t be your only resource. Contact us if you need advice and guidance on your next big life event.[/vc_column_text][vc_row_inner][vc_column_inner width=”1/3″][vc_btn title=”New Year Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2021%2F01%2FTFG-New-Year-Checklist-1.14.2021.pdf|target:_blank”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Age 65 Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2020%2F09%2FAge-65-Checklist.pdf||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”End of Life Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2018%2F12%2FEnd-of-Life-Checklist.pdf||target:%20_blank|”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_btn title=”Pre-Retirement Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Ffiles.constantcontact.com%2F7cf79ba2101%2F5c8f71a6-0868-4595-a282-361f43804299.pdf||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Medicare Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2020%2F09%2FMedicare-Checklist.pdf||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Getting Married Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Ffiles.constantcontact.com%2F7cf79ba2101%2F465b7844-f42a-4c8a-95e3-ceb55668eea1.pdf||target:%20_blank|”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_btn title=”New Year Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2021%2F01%2FNew-Year-Planing-Checklist-1.14.2021-1.pdf|target:_blank”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Buying a Home Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Ffiles.constantcontact.com%2F7cf79ba2101%2F4eb6ee5a-3dfc-4b15-ba86-57019ec8a8cb.pdf||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Moving/ Relocating Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2020%2F09%2FMoving-Relocating-Planning-Checklist.pdf||target:%20_blank|”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_btn title=”Going to College Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2021%2F01%2FGoing-to-College-Planning-Checklist-1.14.2021.pdf|target:_blank”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Having Children Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Ffiles.constantcontact.com%2F7cf79ba2101%2F4b2f0afa-802f-444d-87a2-04c67085e97e.pdf||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Newly Widowed Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Ffiles.constantcontact.com%2F7cf79ba2101%2Fb24ae07f-c49b-44ad-8add-835a2f1f8004.pdf||target:%20_blank|”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_btn title=”New Graduates Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Ffiles.constantcontact.com%2F7cf79ba2101%2F97d9b7b3-ed56-42c3-a6dc-c54bc4725187.pdf||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Newly Divorced Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Ffiles.constantcontact.com%2F7cf79ba2101%2F482d254b-7146-4123-b095-4d3b7899244b.pdf||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Switching Jobs Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2020%2F09%2FSwitching-Jobs-Planning-Checklist.pdf||target:%20_blank|”][/vc_column_inner][/vc_row_inner][vc_row_inner][vc_column_inner width=”1/3″][vc_btn title=”Retirement Readiness Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2020%2F09%2FRetirement-Readiness-Checklist.pdf||target:%20_blank|”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Age Ranges & Milestone Birthdays Planning Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2021%2F01%2FAge-Ranges-Milestone-Birthdays-Checklist-1.14.2021.pdf|target:_blank”][/vc_column_inner][vc_column_inner width=”1/3″][vc_btn title=”Survivor’s Checklist” style=”3d” color=”default” align=”center” css_animation=”fadeInDown” button_block=”true” link=”url:https%3A%2F%2Fwww.taylorfinancialgroup.com%2Fwp-content%2Fuploads%2Fsites%2F7%2F2021%2F02%2FTaylor_Survivors-Checklist_012121.pdf|target:_blank”][/vc_column_inner][/vc_row_inner][/vc_column][/vc_row][vc_row][vc_column][vc_btn title=”Contact Us” style=”3d” color=”primary” align=”center” link=”url:mailto%3Aoffice%40taylorfinancialgroup.com|||”][/vc_column][/vc_row]