Open Enrollment Financial Planning: Essential Checklist

Open Enrollment Financial Planning: Essential Checklist

Open enrollment season is right around the corner, and now is the time to review your financial and benefit options. Whether you're exploring new healthcare plans, adjusting retirement contributions, or comparing multiple employer benefit packages, it’s essential to make informed decisions that align with your long-term financial goals. This checklist will guide you through key areas to evaluate, helping you optimize your benefits and choose the best options for your future. Take charge of your financial health today by ensuring you’re making the most of what’s available to you.

Please reach out to me if you’d like to discuss your options in further detail.