2021 New Year Financial Checklists

2021 New Year Financial Checklists

financial checklists setting goalsBy Lisa Greve, Versant Capital Management

The start of every new year brings the promise of new beginnings. It’s a time to think about setting goals and resolving to do new things. If one of your goals is to find new and better ways to manage your finances and invest your money, then jump-start your efforts with these checklists that can help you get on the right financial track.

Charles Schwab

Many people make resolutions on New Year’s Day. But no matter what your resolutions are, the key isn’t making the list, it’s sticking to it. Here are five resolutions from Charles Schwab that can help increase your financial fitness today and in the new year: New Year’s Financial Resolutions: Get Your Finances in Shape for 2021


It’s been a challenging year for millions of Americans, especially when it comes to finances. If there’s one thing the pandemic has taught us is that it’s that it pays to be prepared. Bankrate’s chief financial analyst compiled a list of 15 financial tasks to complete before 2020 comes to a close: Greg McBride’s end-of-year financial checklist: 15 tasks to complete


Making sure you’ve covered all the bases is important to both your short- and long-term financial health. Keeping track of your progress makes it easier to see which tasks have been completed and which you still need to tackle. This list from Investopedia covers a lot of bases: Your Annual Financial Planning Checklist

Many of these checklists include things you can do yourself. But for those who would profit from working with an advisor, putting off the decision could mean missing opportunities or making mistakes.

If you’re asking yourself if you need financial planning help, the answer is probably yes. Investing, preparing for retirement, and protecting your estate so you can pass it onto your children can be complex. Working with a professional to improve your financial situation and prepare for the future can make a real difference in outcomes.

Experienced advisors have the investment and planning expertise to make informed decisions to help grow your money. They can help you to create an asset allocation that fits with your goals and adjust it as you get older or your goals change. At the same time, they can help you to protect your assets, which becomes especially important as you near retirement.

For more information about financial planning, wealth management, investing, and making sound decisions to grow your money through generations, please contact Versant Capital Management.

Versant Capital Management was founded in 2004 and is an independent wealth management firm with more than $600 million in assets under care. Versant works with individuals and their families to help them realize the full potential of their wealth.

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