Harris Financial Group, Inc.     

CONNECT

Address:

Two Galleria Tower, 13455 Noel Road, 20th Floor
Dallas, TX 75240

Phone:

800-749-7611 Toll Free | 806-371-7611 Direct

Fax/Other:

806-371-0642

Life Event Checklists

When major life events happen, there tends to be a lot of items that we need to make sure are addressed.  We have developed these checklists to help make sure nothing falls through the cracks.

Click on the link below that corresponds with an event occurring in your life. As always, feel free to reach out if you have any questions or need some guidance.

 

Going to College Checklist

New Graduate Checklist

Moving/Relocating Checklist

Buying a Home Checklist

Getting Married Checklist

Having Children Checklist

Newly Divorced Checklist

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck