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Wellness Resources

Important Financial Wellness Checklists & Resources

ARK Financial Wellness Plan Checklist (pdf)

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How to Choose the Right Financial Advisor (pdf)

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Return on Life Self-Assessment (pdf)

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ARK Estate Plan Meeting Checklist (pdf)

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How Long to Keep Financial Documents (pdf)

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Valuable Tools to Help Navigate Life Events

How to Manage Finances After Getting Married (pdf)

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Checklist for Surviving Spouse (pdf)

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Moving Checklist (pdf)

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Where to Donate, Recycle, or Make Money on Stuff You no Longer Want! (pdf)

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Things To Do When You Turn 40 (pdf)

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Financial Checklist for Expecting & New Parents (pdf)

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Financial Moves to Make When You Turn 30 (pdf)

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ARE WE A GOOD FIT?

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The people, businesses, links, and other resources mentioned herein are for informational purposes only. ARK Financial Wellness does not recommend, guarantee, or endorse the quality of any services provided by these individuals, businesses and/or website references. ARK Financial Wellness does not receive any compensation for the use of any individuals, businesses or website links listed herein.  ARK Financial Wellness is not responsible in any way for the quality of service provided by these references.  Those utilizing this page should carefully consider and review the background and services of these and all individuals and companies they choose to do business with. 

The financial calculators referenced herein are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product. Rates of return will vary over time, particularly for long-term investments. Investment offering the potential for higher rates of return also involve a higher degree of risk of loss. Actual results will vary.

When you access/link to any of the websites provided herein, you are leaving this ARK Financial Wellness website, and assume total responsibility and risk for your use of the websites and businesses you are linking to. ARK Financial Wellness makes no representation as to the completeness, accuracy or cybersecurity measures provided at these websites. ARK Financial Wellness is not liable for any direct or indirect technical or system issues, or any consequences arising out of your use of third-party services, technology, websites, or information made available through this website.