The Financial Uncertainty Preparedness Checklist

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.

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 is the common brand and trade name used by Wealthspire Advisors LLC, Private Ocean, LLC, and ACG Advisory Services, LLC, separately registered investment advisers and subsidiary companies of NFP Corp.

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.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

© 2024 Wealthspire Advisors

David Edwards

About David Edwards, MBA

David is a managing director and advisor in our NYC headquarters.

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Chris Jennings

About Chris Jennings, CFP®

Chris is an advisor in our NYC office.

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