You may be working with clients who are moving out of state, or new clients/prospects who recently moved to your state. In addition to the logistical challenges and the stress of relocation, this life transition can present a variety of financial issues that significantly impact a client’s plan. It’s important to identify and weigh options and strategies, pre- and post-move, in order to ensure that your client’s financial well-being is protected.
To help you guide your clients through an interstate move, we have created this checklist. Many of the issues addressed in this checklist remain relevant months and even years after a transition. It covers key issues to consider during this important life event, including:
Updated for 7/15/2021