The DAK Financial Podcast, Episode 3 - Why You Should Have a Financial Planning Checklist

When you're preparing for your retirement, there is a lot of information passed back and forth across the table if you get lucky enough to speak to someone in person.


At DAK Financial Group, we make it our mission to understand your definition of help before moving forward, and your financial planning checklist helps us help you get organized. Here's why you should have a financial planning checklist if you don't already.




We'll help you put together your financial planning checklist.

Other things we talk about in this episode

  • Putting together a checklist that gets you from point A to point B

  • Different aspects of the checklist


Questions to ask yourself


Q: How do I start making my checklist? 

  • Ask your financial advisor

Q: Who can help me plan?

  • Financial advisor

  • Registered investment advisors (RIAs) 

Q: Why is life insurance an important part of my list?

  • Life insurance leverages you against unexpected loss

If we have checklists for everything we do, why would our finances be any different? Has your financial checklist been made? 


How to get in touch


If you want to know more about what DAK Financial Group can do for you, send us a message on Facebook or email us here. We'd love to hear from you!



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