2026 Financial Readiness Checklist | Dr. Nicole Luckey

Dr. Nicole Luckey

L&M Financial Services

2026 Financial ReadinessChecklist

7 Moves to Prepare Your Money for What's Next

Because financial peace is not accidental. It is intentional.

Picture this: You enter 2026 confident, clear, and in control of your money decisions. No panic. No guessing. No starting over every January. Just alignment, preparation, and purpose.

Your 7-Step Checklist

Check off each item as you complete it. Expand any item to learn more about taking action.

Your Progress 0 of 7 completed

Your Next Step

If reading this checklist made you realize you need clarity, direction, or a personalized plan, you do not have to figure it out alone.

I invite you to schedule a free discovery call, where we will:

  • Review where you are financially
  • Identify your biggest opportunities for growth
  • Create a focused next-step plan for 2026

This is not a sales call. It is a clarity call.

Book Your Free Discovery Call

Dr. Nicole Luckey

L&M Financial Services