Here's Your Year-End Financial Checklist for 2024

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Hey there!

As we wrap up 2024, it’s time for a quick check-in on your financial journey. Think of this as your year-end scorecard to see how close you are to hitting those financial goals you set at the start of the year. No judgment—just a reality check!

Here’s a quick checklist.

(Yes = 1 point, No = 0 points)

✔️ Emergency Fund Covered: Do you have at least 3-6 months’ worth of expenses saved up?

✔️ Debt Down or Gone: Credit cards, personal loans, or any high-interest debts minimized or eliminated?

✔️ Consistent Savings Routine: Putting away a set amount regularly? Extra points if it’s automated!

✔️ Investments in Place: Whether it’s stocks, ETFs, or retirement funds, are you investing consistently?

✔️ Multiple Income Streams: Do you have at least one additional income source besides your main job?

✔️ Money-Making Skills: Have you picked up any new skills that can help you make money or improve financially?

✔️ Financial Literacy Check: Are you actively learning about finance, investing, or money management?

✔️ Future-Proof Insurance: Life, health, or disability insurance all up to date?

✔️ Financial Goals for 2025 Set: Are you clear on where you want to be next year financially?

✔️ Wealth-Building Habits: Spending less, saving more, and generally on track with a smart money mindset?

Your Total Score: ___ / 10

If you scored 8-10: Congratulations, you're well on your way to financial success! You have a solid foundation in place and just need a little fine-tuning. Grab This Guide for That Final Push and start your 2025 wealth journey!

If you scored 7 or below: No worries! You’ve got a lot to work with, but a little more guidance can get you back on track. This Guide is Designed to Help You tackle the essentials and reach your goals fast.

— JT

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Past performance is no guarantee of future results. Start-up investments are speculative and involve a high degree of risk. Those investors who cannot afford to lose their entire investment should not invest in start-ups. Companies seeking startup investment tend to be in earlier stages of development and their business model, products and services may not yet be fully developed, operational or tested in the public marketplace. There is no guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry valuations. Further, investors may receive illiquid and/or restricted stock that may be subject to holding period requirements and/or liquidity concerns.
DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.