Piedmont Street Management: Registered Investment Adviser
85 Piedmont Street
San Francisco, CA 94117
(415) 731-2944
JimEyres@pstmgt.com
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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.

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