The Financial Uncertainty Preparedness Checklist

Family Office
By Chris Jennings, CFP®
November 12, 2023 · 2 min read

There are few industries in the world that have accomplished what the US commercial aviation industry has—an almost perfect record of safely delivering passengers at heights of five miles and at speeds in excess of 500 miles per hour—and it has  done so year-after-year. According to the Aviation Safety Network, “2019 was one of the safest years ever for commercial aviation.”

This checklist defines what you and your family can do in times of financial uncertainty in order to prepare for your future financial well-being. Now, more than ever, is the time to plan for being prepared.

 

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Download the Financial Uncertainty Preparedness Checklist

Although we can never predict what will happen in the future with 100% accuracy, as your financial advisors we can cut down the risk of danger, just like medical professionals and pilots do, by using a checklist. We understand that financial uncertainty is nerve-wracking, and it is out job to support you through this process. Making sure that your plan is well thought out and will provide you with your financial needs is our job, and we will safely achieve your goals as your advisors.

Your Wealthspire advisor has advised many individuals and families on how to prepare for financial uncertainty. Take a look at the checklist of the issues and concerns you should be thinking about.

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.

Author
Chris Jennings, CFP®

Wealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. © 2026 Wealthspire

This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.

Wealthspire and its representatives do not provide legal or tax advice, and Wealthspire does not act as law, accounting, or tax firm. Services provided by Wealthspire are not intended to replace any tax, legal or accounting advice from a tax/legal/accounting professional. The services of an appropriate professional should be sought regarding your individual situation. You should not act or refrain from acting based on this content alone without first seeking advice from your tax and/or legal advisors.

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