Checklists

It is routine for every pilot to perform a pre-flight checklist to confirm they have met their responsibilities and enhance the odds of a safe journey to their destination. At ASG, we believe checklists are just as critical for the journey to financial independence. Please find below a few of our most popular.

Financial Independence Assessment

Discovery Questions

The ASG Open(k) Plan Design

for Law Firms

The ASG Open(k) Benchmarking Tool

Nonqualified Fact Finder

Financial Independence Checklist

Goals and Objectives

401(k) Discovery Checklist