5 Free Checklists That May Save You Thousands – Really!

Please like or share. An old friend and mentor of mine taught me a valuable lesson; “It is important for people to self-select.” What he meant is, it is very hard to help people who don’t help themselves by taking action (thanks SZ!). People who are very successful in life, tend to implement action items that lead to success. These action items are routines, habits, automated processes, and checklists toward your goals. Many of these actions are straightforward, but they are not easy. Most people want financial independence, but do not have processes or best practices to help them to make progress and avoid big mistakes. This can cost thousands or tens of thousands of dollars. Since I have seen way too many of these sad stories, I am sharing 5 checklists that we use with clients. If you don’t believe in the power of checklists, I encourage you to read The Checklist Manifesto by Atul Gawande. Please review the checklists and pass on to friends or family members. Trust me, they will welcome the help. They are 100% free! Click full screen to see the documents and download the PDFs. We understand that life is busy, overwhelming and . These checklists will help. It is important to have a plan, a strategy, a checklist. I encourage you to self-select and take action to make progress toward your goals. Your future self will thank you! See the 5 checklists below!

If you are a small business owner, you will also want to see this post – Large Tax Savings for Small Business Owners (video) https://www.integrityia.com/large-tax-savings-for-small-business-owners/

Thanks for reading/ watching. Please Remember: Past performance may not be indicative of future results.  Moreover, no current or prospective investor should assume that future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in any general informational materials or educational sessions, will be profitable or equal any corresponding indicated historical performance level(s).  Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s retirement portfolio.  Moreover, you should not assume that any discussion or information contained in this website serves as the receipt of, or as a substitute for, personalized investment advice from Integrity Investment Advisors, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.

Financial planning Fort Collins, Colorado, free checklists, find the best