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Moving/Relocating Financial Planning Checklist Thumbnail

Moving/Relocating Financial Planning Checklist

Life Event Planning: Moving/Relocating Financial Checklist

  • Update Budget Based on New Cost of Living Adjustments
  • Review Financial Situation (Change of Income, Expenses, etc.)
  • If Moving States, Review Tax Situation Based on New State's Tax Rules
  • Review Estate Plan to Make Sure Documents Still Accomplish Goals in New State
  • Update Retirement Projections Based on New Living Situation
  • Work with Accountant to Maximize Tax Break
  • Review all of these items with your financial advisor

While this check list can start as a guide, speaking to us is the best way to get your 2019 financial life in order.  Reach out to us today!

T: 703-573-7325



Open/save for later --> Moving Relocating Checklist.pdf