Incompletions Inventory
Incompletion Item: Cash Flow
Rows
Yes
No
Review
Comments
Is your checkbook(s) reconciled every month?
Do you pay off your credit card balances monthly?
Does anyone owe you money they ae not paying back in a systematic way? Family? Friends? Co-workers? Boss?
If you bill for your services, is your billing current and timely? Do you have a lot of receivables?
Are you charging enough for your services?
Do you have adequate savings accounts for holiday gifts, vacations, or new car purchases?
Do you have a spending plan?
Incompletion Item: Asset/Income Protection
Rows
Yes
No
Review
Comments
Do you have adequate car, health, fire, theft, and liability insurance?
Do you have adequate life insurance?
Do you have disability insurance?
If you're a professional in a field such as counseling, do you have errors and and omissions insurance?
Incompletion Item: Legacy
Rows
Yes
No
Review
Comments
Do you have a will or revocable living trust?
Do you have a durable power of attorney and advance directive for financial and health issues?
Are you giving your children the allowance/gifts you promised?
Are you teaching your children to handle money?
Incompletion Item: Basic Needs
Rows
Yes
No
Review
Comments
Have you put off medical, dental or eye exams?
Have you put off needed changes to your diet, lifestyle, or physical condition?
Do you need to perform routine maintenance on your vehicle(s)? Do you need new tires, bearings, or brakes? Is it leaking oil? Have you put off making repairs?
Incompletion Item: Debt
Rows
Yes
No
Review
Comments
Do you have any unpaid parking or speeding tickets?
Do you owe anyone money that you are not paying back in a systematic way? Family? Friends? Co-workers? Boss?
Have you repaid your student loans?
Have you arranged to pay overdue bills?
Incompletion Item: Life Management
Rows
Yes
No
Review
Comments
Have you returned all your rented DVDs or library books? Have you paid up all your dues?
Do you pay your income and/or property taxes on time?
Do you need to return any borrowed items?
Are your financial records in order? Are they accessible to you? Are they accessible to the person that would need them if something happened to you?
Are your online accounts and passwords organized? Are they accessible to you? Are they accessible to the person that would need them if something happened to you?
Is your desk in order? Your closet? Your garage?
Have you put off obtaining needed professional advice such as legal, accounting, financial planning, health related, etc.?
Are all of your home repairs completed and up to date? Leaky faucets, electrical problems, peeling paint?
Are there any other items left undone that have not been listed above which you would like to mention?
Name
First Name
Last Name
Email
example@example.com
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