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Planning Checklists

Practical questions for more disciplined financial decisions.

Major financial decisions are rarely made in isolation. Portfolio structure, taxes, liquidity needs, retirement income, estate planning, and risk exposure often overlap. These checklists are designed to help investors identify the issues worth reviewing before making important decisions.

Choose a Checklist

Select the area most relevant to your situation.

A Starting Point

These checklists are a starting point — not a substitute for advice.

The questions above are intended to help identify areas that may deserve further review. They are not personalized investment, tax, legal, accounting, or estate-planning advice. Build Capital works alongside clients' CPAs, attorneys, and other qualified professionals when appropriate.

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Build Capital

Independent Fiduciary Advisory
Founded by Steven Castro
Phoenix, Arizona

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Investment advisory services are offered through EXOS, a Registered Investment Adviser. EXOS and Build Capital are unaffiliated entities. Build Capital is not affiliated with or endorsed by any government agency. This website is for informational purposes only and should not be construed as personalized investment, tax, legal, accounting, or estate-planning advice. Build Capital does not provide tax or legal advice and does not draft legal documents. Clients should consult their attorney, CPA, or other qualified professional regarding their individual circumstances.

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