You schedule an annual checkup with your doctor, but do you take your finances just as seriously?

Financial Planning Standards Council created the Annual Financial Checkup infographic below to serve as a guide for maintaining your financial plan. Use the Find Your Planner tool to find your nearest Certified Financial Planner® professional and schedule your financial checkup today.


To find a professional financial planner in your area to help you gain financial peace of mind, use our Find Your Planner tool.

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For more information about the financial planning process, read FAQ: Financial PlanningChoosing a Financial Planner and The Financial Planning Process: What to Expect.