Bear Market Preparedness Checklist Form
Use this checklist to assess and strengthen your readiness for market downturns. Review each area to ensure you have strategies in place for navigating bear markets effectively.
Do you have an emergency fund that covers at least 3–6 months of living expenses?
*
Yes
No
In Progress
How frequently do you review and rebalance your investment portfolio?
*
Please Select
Monthly
Quarterly
Annually
Rarely/Never
Have you reduced or managed your discretionary spending in preparation for potential market downturns?
*
Reviewed monthly expenses
Cut non-essential subscriptions
Adjusted lifestyle spending
Set spending alerts
What is your current risk tolerance?
*
Low
Moderate
High
Do you have a written investment strategy or plan?
*
Yes
No
Partially
Which diversification strategies have you implemented?
*
Invested across asset classes
Held cash or cash equivalents
International investments
Alternative investments
Have you identified key contacts for financial advice or support during market volatility?
*
Yes
No
In Progress
Have you set up regular communications with stakeholders, partners, or family members regarding your financial plans?
*
Yes
No
Planned
Which of the following contingency actions have you prepared?
*
Pre-approved credit line
Downsizing plan
Alternative income sources
Expense freeze plan
Please share any additional steps or notes regarding your bear market preparedness.
Submit Checklist
Should be Empty: