1. Get financially organized.

2. Set financial goals.

3. Create a budget and understand your expenses.

4. Review past and current income tax returns and ask for supporting documentation.

5. Meet with your tax preparer.

6. Meet with your financial advisor.

7. Confirm beneficiaries on all accounts. TOD/Will

8. Obtain online banking passwords and set up your independent login/user word.

9. Obtain a copy of the deed to any properties owned.

10. Run a credit report/manage credit score.