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Download Your Financial Planning Checklist

A four-step checklist from Johnson Financial Group helps users prioritize their financial goals. Steps include ranking financial priorities, marking important questions for discussion, reviewing less-important areas, and scheduling a consultation to create a customized financial plan. A QR code is included for easy appointment scheduling.

Understand and Prioritize Your Financial Goals

Download our detailed financial planning checklist to prioritize your goals, whether you are just beginning or revisiting your plan.

Download Your Financial Planning Checklist