Resources for Financial Planning
We have created a number of checklists that help you organize and manage your finances for a number of different contingencies. Simply click on any form to download it.
![Charitable giving strategies](https://dev.darsky.com/baf/wp-content/uploads/2022/10/TH-Issues-to-Consider-When-Establishing-My-Charitable-Giving-Strategy.jpg)
What Issues Should I Consider When Establishing My Charitable Giving Strategy.
![](https://dev.darsky.com/baf/wp-content/uploads/2022/08/Graphic-fund-childs-college-education-200w-2.jpg)
Considerations When Planning to Pay for Your Child’s Education.
![What Financial Issues Should I Consider For My Child With Special Needs?](https://dev.darsky.com/baf/wp-content/uploads/2022/04/TH-special-needs-pdf.jpg)
Financial Issues You Should Consider for Your Special Needs Child.
![Sudden Wealth Form thumbnail](https://dev.darsky.com/baf/wp-content/uploads/2022/06/Graphic-Sudden-Wealth-Form-200w.jpg)
Sudden Wealth Event Considerations
![thumbnail for What should I consider during divorce](https://dev.darsky.com/baf/wp-content/uploads/2022/02/What-issues-should-I-consider-during-my-divorce.jpg)
What Issues Should I Consider During My Divorce?
![form thumbnail parent passing away](https://dev.darsky.com/baf/wp-content/uploads/2020/09/BF-What-Issues-Should-I-Consider-If-My-Parent-Passed-Away-2020-THUMB.png)
What Issues Should I Consider if My Parent Passed Away?
![form thumbnail updating estate plan](https://dev.darsky.com/baf/wp-content/uploads/2020/09/BF-What-Issues-Should-I-Consider-Before-I-Update-My-Estate-Plan-2020-THUMB.png)
What Issues Should I Consider Before Updating My Estate Plan?
![BF-What Issues Should I Consider When Reviewing My Investments-2020-v1 form](https://dev.darsky.com/baf/wp-content/uploads/2021/06/BF-What-Issues-Should-I-Consider-When-Reviewing-My-Investments-2020-v1-THUMB.jpg)
What Issues Should I Consider When Reviewing My Investments?
![Saving accounts form thumbnail](https://dev.darsky.com/baf/wp-content/uploads/2021/03/BF-What-Accounts-Should-I-Consider-If-I-Want-To-Save-More-02-THUMB.jpg)
What Accounts Should I Consider if I Want to Save More?
![What issues should I consider before I retire Thumb](https://dev.darsky.com/baf/wp-content/uploads/2020/09/BF-What-Issues-Should-I-Consider-Before-I-Retire-2020-THUMB2.png)
What Issues Should I Consider Before I Retire?
![Form thumbnail - marriage issues](https://dev.darsky.com/baf/wp-content/uploads/2020/09/BF-What-Issues-Should-I-Consider-After-Getting-Married-2020-THUMB.png)
What Issues Should I Consider After Getting Married?
![](https://dev.darsky.com/baf/wp-content/uploads/2021/04/BF-CAN-I-MAKE-A-BACKDOOR-ROTH-IRA-CONTRIBUTION-2021-THUMB-3.png)
2021 ยท Can I Make a Backdoor Roth IRA Contribution?
![BF-What Issues Should I Consider Before the End of the Year 2020-v1 form](https://dev.darsky.com/baf/wp-content/uploads/2021/06/BF-What-Issues-Should-I-Consider-Before-the-End-of-the-Year-2020-v1-THUMB.jpg)
Year End Financial Considerations for 2021.
![BF-What Documents Do I Need to Keep on File 2019-v1 form](https://dev.darsky.com/baf/wp-content/uploads/2021/06/BF-What-Documents-Do-I-Need-to-Keep-on-File-2019-v1-THUMB.jpg)
What Documents Do I Need to Keep on File?