Your 2026 Financial Reset Checklist

The beginning of a new year often brings an understandable question: Am I still on track?
Your 2026 Financial Reset Checklist is designed to help you answer that question thoughtfully — without pressure to act quickly or change everything at once.

This checklist serves as a planning reference, not a to-do list. Its purpose is to help you step back and review the areas of your financial life that are most likely to be affected by changing rules, evolving priorities, or the simple passage of time. Even when life feels stable, updates to tax laws, income thresholds, or retirement timelines can quietly change how existing strategies fit.

The checklist is organized around core planning areas, including cash flow, taxes, retirement savings, investment allocation, insurance coverage, estate considerations, and upcoming life events. Each section offers prompts designed to help you confirm what’s working well and identify where questions may be worth revisiting.

Some items may not apply to you at all. Others may spark a conversation or highlight something to keep an eye on later in the year. Both outcomes are intentional. The goal is clarity — not urgency.

This checklist isn’t meant to be completed in one sitting. It’s something you can return to over time, using it as a way to organize priorities, prepare for planning conversations, and ensure decisions are made in the right order.

Used thoughtfully, Your 2026 Financial Reset Checklist can help you move into the year with greater confidence — not by reacting to change, but by reviewing your plan with care and intention.