Welcome to Your Best Financial Year Yet

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Weekly Schedule

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Category
Frequency
Schedule
Action
Cash Flow
Monthly
January
Week 1
Cash Transactions
Check for errors and spending trends
Watch Now
Investments
Annually
January
Week 2
Allocation Targets
Review asset allocation goals
Coming Soon
Retirement
Quarterly
January
Week 3
Savings Plan
Review savings contributions
Coming Soon
General Wealth
Quarterly
January
Week 4
Net Worth
Update net worth statement
Coming Soon
Cash Flow
Monthly
February
Week 1
Cash Transactions
Check for errors and spending trends
Coming Soon
Retirement
Annually
February
Week 2
Retirement Target
Run retirement projection
Coming Soon
Retirement
Annually
February
Week 3
Roth Vs. Traditional
Review contribution strategy
Coming Soon
Investments
Quarterly
February
Week 4
Portfolio Rebalance
Rebalance portfolio
Coming Soon
Cash Flow
Monthly
March
Week 1
Cash Transactions
Check for errors and spending trends
Coming Soon
Taxes
Annually
March
Week 2
File Taxes
Check for errors and spending trends
Coming Soon
Cash Flow
Annually
March
Week 3
Subscriptions
Review and cancel subscriptions
Coming Soon
Taxes
Annually
March
Week 4
Tax Strategy
Review tax strategy checklist
Coming Soon
Cash Flow
Monthly
April
Week 1
Cash Transactions
Check for errors and spending trends
Coming Soon
Taxes
Annually
April
Week 2
Tax Structure
Review tax buckets
Coming Soon
Retirement
Quarterly
April
Week 3
Savings Plan
Review savings contributions
Coming Soon
General Wealth
Quarterly
April
Week 4
Net Worth
Update net worth statement
Coming Soon
Cash FLow
Monthly
May
Week 1
Cash Transactions
Check for errors and spending trends
Coming Soon
Estate
Annually
May
Week 2
Beneficiaries
Align designations with wishes
Coming Soon
Taxes
Annually
May
Week 3
Review Taxes
Review prior year tax return
Coming Soon
Investments
Quarterly
May
Week 4
Portfolio Rebalance
Rebalance portfolio
Coming Soon
Cash Flow
Monthly
June
Week 1
Cash Transactions
Check for errors and spending trends
Coming Soon
Insurance
Annually
June
Week 2
Life Insurance
Review coverage
Coming Soon
Taxes
Annually
June
Week 3
Charitable Giving
Review giving strategy
Coming Soon
Investments
Annually
June
Week 4
Alternative Assets
Review non-retirement & alternative assets
Coming Soon
Cash Flow
Monthly
July
Week 1
Cash Transactions
Check for errors and spending trends
Coming Soon
Cash Flow
Annually
July
Week 2
Income/Expenses
Perform mid-year cash flow review
Coming Soon
Retirement
Quarterly
July
Week 3
Savings Plan
Review savings contributions
Coming Soon
General Wealth
Quarterly
July
Week 4
Net Worth
Update net worth statement
Coming Soon
Cash Flow
Monthly
August
Week 1
Cash Transactions
Check for errors and spending trends
Coming Soon
Debt Management
Annually
August
Week 2
Debt List
List and review all debts
Coming Soon
General Wealth
Annually
August
Week 3
Emergency Fund
Review emergency fund target and balance
Coming Soon
Investments
Quarterly
August
Week 4
Portfolio Rebalance
Rebalance portoflio
Coming Soon
Cash Flow
Monthly
September
Week 1
Cash Transactions
Check for errors and spending trends
Coming Soon
Insurance
Annually
September
Week 2
Disability Insurance
Review disability insurance
Coming Soon
Debt Management
Annually
September
Week 3
Debt Strategy
Adjust debt paydown strategy
Coming Soon
Taxes
Annually
September
Week 4
Tax Projection
Year-end tax projection
Coming Soon
Cash Flow
Monthly
October
Week 1
Cash Transactions
Check for error and spending trends
Coming Soon
Insurance
Annually
October
Week 2
Health Insurance
Confirm coverage and HSA contributions
Coming Soon
Retirement
Quarterly
October
Week 3
Savings Plan
Review savings contributions
Coming Soon
General Wealth
Quarterly
October
Week 4
Net Worth
Update net worth statement
Coming Soon
Cash Flow
Monthly
November
Week 1
Cash Transactions
Check for errors and spending trends
Coming Soon
General Wealth
Annually
November
Week 2
Employer Benefits
Review employer benefit packages
Coming Soon
Taxes
Annually
November
Week 3
Tax Checklist
Finish checklist before year end
Coming Soon
Investments
Quarterly
November
Week 4
Portfolio Rebalance
Rebalance portfolio
Coming Soon
Cash Flow
Monthly
December
Week 1
Cash Transactions
Check for errors and spending trends
Coming Soon
Insurance
Annually
December
Week 2
P&C Insurance
Review and update policies
Coming Soon
Estate
Annually
December
Week 3
Estate Plan
Ensure estate plan is current
Coming Soon
General Wealth
Annually
December
Week 4
Celebrate
Reward yourself for the Best Financial Year
Coming Soon
TYPE
COIN
AMOUNT
ADDRESS
TRANSACTION ID
DATE/TIME
Transfer
SHIBA INU
SHIB
1,618.00
SHIB
f10w134s3f10w
3s431w01f3s431
Nov 2021 – 16:01:08
WITHDREW
Dogecoin
DOGE
2,620.00
DOGE
15tH3w013lDL41
t53g314lDl310w3
Nov 2021 – 21:02:02
DEPOSITED
DODO
DODO
3,620.18
DODO
w3bFl0Wc0m
stN3n0Pm0Cw0l
Dec 2021 – 07:09:24
CREDIT
Flamingo
FLM
4,226.20
FLM
li1312arYinTh3w0
Dl310w3hTniYra21
Dec 2021 – 07:09:24
TYPE
COIN
AMOUNT
ADDRESS
TRANSACTION ID
DATE/TIME
Transfer
SHIBA INU
SHIB
1,618.00
SHIB
f10w134s3f10w
3s431w01f3s431
Nov 2021 – 16:01:08
WITHDREW
Dogecoin
DOGE
2,620.00
DOGE
15tH3w013lDL41
t53g314lDl310w3
Nov 2021 – 21:02:02
DEPOSITED
DODO
DODO
3,620.18
DODO
w3bFl0Wc0m
stN3n0Pm0Cw0l
Dec 2021 – 07:09:24
CREDIT
Flamingo
FLM
4,226.20
FLM
li1312arYinTh3w0
Dl310w3hTniYra21
Dec 2021 – 07:09:24
TYPE
COIN
AMOUNT
ADDRESS
TRANSACTION ID
DATE/TIME
Transfer
SHIBA INU
SHIB
1,618.00
SHIB
f10w134s3f10w
3s431w01f3s431
Nov 2021 – 16:01:08
WITHDREW
Dogecoin
DOGE
2,620.00
DOGE
15tH3w013lDL41
t53g314lDl310w3
Nov 2021 – 21:02:02
DEPOSITED
DODO
DODO
3,620.18
DODO
w3bFl0Wc0m
stN3n0Pm0Cw0l
Dec 2021 – 07:09:24
CREDIT
Flamingo
FLM
4,226.20
FLM
li1312arYinTh3w0
Dl310w3hTniYra21
Dec 2021 – 07:09:24
TYPE
COIN
AMOUNT
ADDRESS
TRANSACTION ID
DATE/TIME
Transfer
SHIBA INU
SHIB
1,618.00
SHIB
f10w134s3f10w
3s431w01f3s431
Nov 2021 – 16:01:08
WITHDREW
Dogecoin
DOGE
2,620.00
DOGE
15tH3w013lDL41
t53g314lDl310w3
Nov 2021 – 21:02:02
DEPOSITED
DODO
DODO
3,620.18
DODO
w3bFl0Wc0m
stN3n0Pm0Cw0l
Dec 2021 – 07:09:24
CREDIT
Flamingo
FLM
4,226.20
FLM
li1312arYinTh3w0
Dl310w3hTniYra21
Dec 2021 – 07:09:24
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