life and finances checklist

The Ultimate Checklist to Getting Your Finances In Order

  • Update your will
  • Create a personal file of all your policies, title deeds and car log book
  • Schedule a meeting with your financial advisor to discuss your life cover, dread disease cover, disability cover and retirement policies.
  • Update your insurance cover on your cars, house hold, property and business.
  • Get your cellphone insured and have your IMEI number handy for when it is lost or stolen.
  • Back up your cell phone contacts, photos and messages to a cloud service.
  • Password protect your banking app and your cellphone.
  • Setup an automatic backup of your phone contents.
  • Ensure your laptop, computers and cellphone have good antivirus software.
  • Set your persona Social Media profiles to private.
  • Check your credit score
  • Make a list of all the phone numbers and account numbers to cancel or place on holdwhen you are robbed of your laptop or cell phone.
  • Back up your laptop so you don't lose your personal data.
  • Check to see if your car licence, fire arm licence and passports, are all up to date.
  • Delete your account history on your computers, cellphones and social media.
  • Store a copy of your chronic medication script on you cellphone for when there is a medical emergency and your doctors are not available.
  • Apply for a medical alert bracelet for when you cannot speak of your medical conditions.

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