Piedmont Street Management: Registered Investment Adviser
85 Piedmont Street
San Francisco, CA 94117
(415) 731-2944
JimEyres@pstmgt.com
HOME | DISCLAIMER | FAQS | CONTACT US
Background & Credentials Our Approach Topics to Consider Questionnaire
Topics to Consider

A Financial Planning Checklist

  • Have you determined your short- and long-term financial goals?
  • Are you saving and investing sufficient sums to fund your short- and long-term goals?
  • Are you making the best use of tax-deferred savings plans, such as IRAs, 401(k)s, and Keoghs?
  • If you are an employee, are you optimizing your employee benefits?
  • If you are concerned about paying for a child's education, are you saving and spending in the most appropriate ways?
  • Do you have an "emergency fund."
  • Have you checked the asset allocation of your (investment) portfolio lately?
  • Do you have adequate insurance?
  • Do you have appropriate legal documents in place?
  • Is your credit under good control?
  • Are you maximizing your cash flow through income tax strategies?
  • If you own your own business, do you have a plan for smoothly passing on that business to family members or trusted employees?
  • Have there been significant changes in your family this year?

If any of these questions raise concerns for you, you may wish to consult with your tax and financial adviser.

HOME | DISCLAIMER | FAQS | CONTACT US

Copyright © 2017, Piedmont Street Management. All rights reserved.