đź“ť Your Financial Foundation Checklist
A Simple Starting Point for Getting Your Money Organized.
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You make good money. You’re motivated.
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But when it comes to your finances… you’re not totally sure what’s in place — or what’s missing.
Claim Your Checklist
âś… What It Is:
A clear, high-level snapshot of what a strong financial foundation includes — and a place to check in with where you’re at.
This is not a step-by-step guide or a budgeting manual.
It’s a tool to help you get oriented, reduce the mental clutter, and start thinking like the CEO of your financial life.
🧠Inside, you’ll find:
- 7 core areas of your financial foundation (from budgeting to protection)
- Gentle, judgment-free prompts to help you evaluate what’s already in place
- A way to identify gaps, so you can take your next step with intention
📥 Grab the free checklist now and take 10 minutes to check in with your finances — no shame, no pressure, just a starting point.
Who am I?
I’m Jackie, a financial planner and (soon to be) mom of two who believes wealth is more than numbers—it’s time, peace of mind, and the ability to show up for what matters most.
Whether you’re looking to grow, organize, or simplify your finances, we’ll build a plan that works in real life.
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✨ The financial foundations checklist is for you if:
- You’ve never worked with a financial planner, but know you want more clarity
- You don’t need a full spreadsheet — you just want to start somewhere
- You’re ready to feel more confident, organized, and in control of your money
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​Who I Work With:
You're in the right place if you're:
- A high-earning professional who still feels like money is… complicated
- Balancing family, work, and financial responsibilities
- Ready for a clear, judgment-free plan to help you make confident decisions
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is not affiliated with Kestra IS or Kestra AS.
Investor Disclosures: https://www.kestrafinancial.com/disclosures​
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