Week 21 Day 3 Action Items

Day 3

• [ ] Familiarize yourself with common elements included in financial projections.
• [ ] Understand the purpose and benefits of creating accurate financial projections.

Year-End Tax Planning Process

Construct a process to include regular financial reviews. What key areas would you like to focus on during these reviews? Schedule a regular review time on your calendar. Review the information from Day 1 for ideas as a starting place for your process. Make a list of tasks to begin constructing your process to regularly review your financial projections.

• [ ] Task to be completed 1
• [ ] Task to be completed 2
• [ ] Task to be completed 3
• [ ] Task to be completed 4
• [ ] Task to be completed 5

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