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Your life is an ongoing adventure


As changes in your life occur, are you adjusting your financial plan accordingly? We’ve put together this 10-point checklist of key areas of your financial life. Take a look and see if your plan is keeping up with your life.


If any of these apply to you, your Merrill advisor is here to help.

Financial Plan Checklist

1. Life changes (e.g., retirement, new family members, change of residence, etc.)

2. Overall financial plan updates

3. Emergency fund (three to six months of expenses)

4. Insurance policies and coverage

5. Outstanding loans and credit

6. Gifts to heirs or charities

7. Estate plans and associated legal documents

8. Tax and market changes that may impact you

9. Key retirement dates and milestones

10. Retirement income plan (if retired or semi retired)

Financial Plan Checklist


Want a copy of this checklist to keep? Download one now to use as a starting point when consulting your advisor, and to help determine what you need to make the most of your financial strategy.


New to Merrill? Connect with a Merrill Advisor to discuss your priorities.

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Investment minimum $250,000


By providing your contact information above, you agree that a representative of Merrill, the Brokerage affiliate of Bank of America Corporation, may contact you via telephone and/or email to discuss and/or offer investment products and services that may be appropriate for you. You agree that you are providing to us your consent for us to contact you regardless of any Do Not Call or Do Not Email privacy choices you may have previously expressed until you revoke this consent, or up to 90 days. You may revoke your consent at any time by notifying the Merrill representative.

Start small. Start today.


Your Merrill advisor can help you get started with a personalized plan that uses powerful analytics to help you visualize your finances. Already have a plan? Work with your advisor to evaluate new opportunities and address your changing life.


Contact your advisor to start confidently planning for your future today.


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