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Beautiful Landscape

Checklists

Some of the biggest moments in our lives involve changes to our financial situation. After years of working with and helping clients navigate those moments, we decided to put together checklists to aid people in tasks that need to be completed. You can click and download these sheets below. Our advisors are also available to assist during these times. 

Image by Samantha Gades

Getting Married 

Marriage is a special time for love and celebration. It also comes with several personal and financial changes. You will want to address several items from updating tax withholdings to adjusting insurance plans. 

New Job

Shifting jobs can be an exciting time with new tasks and co-workers to meet, it also brings changes to your personal finances. You may have new benefits to navigate and an entirely different retirement plan to understand. 

Leather Briefcase
Image by Sergey Shmidt

Death In The Family

End of life is a difficult time for families. There are several items that needs to be addressed when a loved one passes away. Assets need to be shifted to heirs and agencies must be notified. 

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Eckman Wealth Management, LLC is a registered investment adviser in the States of Arizona, California, Colorado, Kansas, Louisiana, Missouri, New York, Texas and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

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Advisory services are offered through Eckman Wealth Management, LLC a Registered Investment Adviser. Securities broker-dealer services are offered through Purshe Kaplan Sterling Investments, Inc. Member FINRA/SIPC. Purshe Kaplan Sterling Investments and Eckman Wealth Management, LLC are not affiliated companies.

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