As we move into 2026, many people feel busy but not always confident that their financial plan still fits their life. Careers change. Families evolve. Health concerns surface. Markets shift. Tax rules move quietly in the background. Ignoring those changes does not make them harmless.

In this interactive webinar, Mission Financial Planners walks through our 2026 Financial Fitness Checkup a structured, real-world review designed to help you identify gaps, risks, and opportunities across every major area of your financial life.

Rather than focusing on products or predictions, this session helps you step back and ask better questions, the kind that lead to smarter decisions.

We will walk through nine core areas of financial fitness, including:
• Family and life changes that impact planning
• Goals for 2026 and beyond
• Work and career transitions
• Business planning considerations for owners and key employees
• Health, Medicare, and long-term care concerns
• Cash flow, debt, taxes, and investments
• Estate planning and beneficiary alignment
• Retirement accounts, income strategy, and distribution planning
• Future readiness, organization, and financial stress

Using the Financial Fitness Checklist, participants will gain clarity on what has changed since last year, what deserves attention now, and which decisions should be addressed proactively rather than reactively .

This webinar is ideal for professionals, families, retirees, and business owners who want their financial plan to reflect their real life, not last year’s assumptions.