There are many essential aspects of life and business that may be neglected as schedules fill up. This checklist helps me to maintain a holistic approach by addressing all corners of your financial horizon in context of each other.

Business Issues — Cash flow management, succession planning, company pension transitions, divestitures, venture capital, mergers and acquisitions.

Family Issues — Financial security, assisting parents, assisting children, special goals.

Income & Asset Preservation — Disability income, survivor income, personal health care, critical illness, long-term care.

Investments — Customized portfolio strategies, managed money, fee-based brokerage, traditional brokerage.

Retirement — Retirement planning, retirement income options.

Estate Planning — Estate distribution, wills and trusts, power of attorney, estate preservation.

Philanthropy — Private foundations, community foundations, charitable giving.