Family Financial Planning Checklist Form
Use this Family Financial Planning Checklist Form to review and organize your household's finances, covering key areas such as budgeting, savings, debt, insurance, and estate planning.
Family Profile
Full Name
*
First Name
Last Name
Number of People in Household
*
Budgeting Priorities (Select all that apply)
*
Monthly expense tracking
Reducing discretionary spending
Building an emergency fund
Saving for education
Other
Savings Goals (Select all that apply)
Emergency fund
Retirement savings
Vacation fund
Major purchase (home, car, etc.)
Other
Debt Overview (Select all that apply)
Mortgage
Student loans
Personal loans
Credit balances
Other
Insurance Coverage (Select all you have)
Health insurance
Life insurance
Homeowners/renters insurance
Auto insurance
Other
Estate & Important Documents (Check all that are up-to-date)
Will
Power of attorney
Healthcare directives
Beneficiary designations
Other
Immediate Action Items (Select all that apply)
Create or update a budget
Review insurance policies
Start or increase savings
Consult a financial advisor
Other
Additional Comments or Notes
Submit Checklist
Should be Empty: