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Dec 14, 2022

Year-End Financial Checklist

Year-End Financial Checklist

Yet again, another year has flown by us! This time of year tends to consist of spending quality time with loved ones, giving to others, and eating lots of food. During this precious time, we also believe it is important to reflect on your financial year. Conducting a year-end review allows you to measure your progress and determine any setbacks that occurred. This is a great way to build momentum for 2023!

1. Review your financial plan

2. Review employee benefits

3. Year-end tax review

4. Assess your investments

5. Assess your insurance

Melissa Visbal, CFP®, CSLP®

Financial Planning Associate

Melissa came to Narwhal in the summer of 2018 following the completion of her master’s degree in financial planning from the University of Georgia, where she also earned her bachelor’s degree in consumer economics. Her interest in the field started with learning about consumer behavior, specifically its relation with complex moneymaking decisions. Melissa recently received her CFP® Certification in January 2021. Working with a CFP® professional can help you find the path to achieving your financial goals. Your goals may evolve over the years as a result of shifts in your lifestyle or circumstances such as an inheritance, career change, marriage, house purchase , or a growing family. Melissa is here to help you through that process. When she’s not working, Melissa enjoys cycling, cooking, and spending time with her beagle and two nieces.

Let’s start the conversation.

At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.