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Money and Mobility

Make a Family Financial Checklist


Smart Move
Even if you are not shipping out immediately, start preparing your family financially by making a list.

Even if you are not shipping out immediately, start preparing your family financially by making a list of questions and issues, or by using the Family Financial Checklist. Check off issues as you learn about them and write notes on your findings. Review the list with your spouse or your children's designated caregiver so finances will be handled properly while you are away.

Family Financial Checklist

Printable Checklist

Bills
 
O
Mortgage
 
O
Car Loans
 
O
Credit Cards
 
O
Student Loans
 
O
Income Taxes
 
O
Other
Leases
 
O
Apartment
 
O
Car
Insurance
 
O
Life
 
O
Car
 
O
Homeowners'
 
O
Renters'
Legal Matters
 
O
Will
 
O
Power of Attorney
 
O
Health-Care Proxy and Living Will
Child Care and Other Issues Affecting Your Spouse and/or Children
 
O
Your Family Care Plan
Issues for Guard and Reserve Members
 
O
Income
 
O
Health-Care Benefits
 
O
Returning to your Job
 
O
Small Business Owners

 

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