Why I Created This Guide
Over the years as a CFP®, I’ve seen a pattern: families assume their insurance coverage is “fine” until a claim proves otherwise. Too often, that moment comes when it’s already too late to make changes.
That’s why I created How to Audit Your Insurance Like a Financial Planner. It’s a simple, practical tool to help you review your own policies the way I would — with an eye toward hidden exclusions, gaps, and risks that can derail your financial plan.
What You’ll Learn Inside
This free guide will show you:
- Where to look first on your declaration pages.
- The difference between being insured and being protected.
- Common gaps in homeowners, auto, life, and disability insurance.
- How to spot red flags that could cost you thousands in a claim.
How to Use It
- Download the guide and keep it next to your insurance paperwork.
- Set aside 30 minutes to review each of your policies.
- Highlight any questions or gaps — then bring them to your advisor, or use them as a checklist in your next review.
Think of this guide as your insurance flashlight: it shines a light on the fine print so you can see what’s really protecting your financial house.
