Are you ready for hurricane season?
Explore three video topics on financial preparedness. The first video covers creating a financial readiness checklist, the second focuses on securing the home and protecting assets, and the third addresses post-storm steps. Each video provides practical advice for financial security during uncertain times.
Part 1 – Financial Readiness Checklist for Hurricane Season
Hurricane season starts June 1—are your finances storm-ready?
A storm can disrupt more than just your home—it can interrupt your income, your access to funds, and your ability to manage daily expenses. Now is the time to:
✅ Ensure you have cash on hand
✅ Review and update your insurance policies
✅ Digitize and back up important financial documents
✅ Enroll in online banking and mobile access
✅ Set up direct deposit for paychecks or benefits
✅ Talk to your advisor about your emergency fund
Being financially prepared can make all the difference when the unexpected hits.
Part 2 – Secure Your Home, Protect Your Wealth
Storm shutters and sandbags are just part of the picture—make sure your assets are protected too.
As you prep your home for hurricane season, remember to:
🔒 Inventory your valuables for insurance purposes
🔒 Take photos or video of rooms, jewelry, documents, and equipment
🔒 Secure paper statements and legal documents in a waterproof/fireproof safe
🔒 Review your estate plan, especially if evacuation could separate your family
Your home is more than a building—it’s a place you’ve built equity, memories, and security. Protecting it is part of protecting your legacy.
Part 3 – What to Do After the Storm
If a hurricane impacts your area, here are three steps to take with your finances:
- Check in with your advisor – Changes in income or property may require updates to your financial plan.
- Track expenses – Keep records for insurance claims and potential FEMA assistance.
- Beware of scams – Unfortunately, financial fraud often follows disaster. Be cautious of unsolicited calls or emails requesting personal info.
You don’t have to weather the aftermath alone. We’re here to help navigate the recovery process with clarity and confidence.
