Checklist - dbsandis/TwilightFinancial GitHub Wiki

Absolutely! Here's a month-by-month printable checklist tailored to your timeline, integrating your CFP® certification training starting in May 2025 and your transition to full-time entrepreneurship on March 15, 2026. Additionally, I'll guide you on how to set up Google Calendar entries to keep you on track.

📅 Month-by-Month Printable Checklist

April 2025

  • Finalize business name and register LLC
  • Obtain EIN from IRS
  • Open business bank account
  • Enroll in CFP® certification program (confirm start date in May)
  • Outline core services: tax prep, budgeting, financial coaching
  • Draft initial business plan and goals

May 2025

  • Begin CFP® coursework
  • Set up business email and Google Workspace
  • Purchase domain and create a basic landing page
  • Research and select tax software (e.g., Drake Tax)
  • Research and select bookkeeping software (e.g., QuickBooks Online)

June 2025

  • Continue CFP® coursework
  • Design logo and business cards
  • Create social media profiles (LinkedIn, Facebook, Instagram)
  • Set up Google My Business profile
  • Develop client intake forms and service agreements

July 2025

  • Continue CFP® coursework
  • Build out full website with service descriptions and contact form
  • Set up scheduling tool (e.g., Calendly)
  • Begin networking with local professionals and potential clients

August 2025

  • Continue CFP® coursework
  • Offer free financial literacy workshops or webinars
  • Collect testimonials from workshop attendees
  • Refine service offerings based on feedback

September 2025

  • Continue CFP® coursework
  • Launch soft marketing campaign targeting local small businesses
  • Begin accepting a limited number of clients part-time
  • Track client interactions and gather feedback

October 2025

  • Continue CFP® coursework
  • Evaluate and adjust marketing strategies
  • Prepare for upcoming tax season (update knowledge on tax laws)
  • Ensure all software and tools are functioning smoothly

November 2025

  • Continue CFP® coursework
  • Launch promotional offers for early tax season clients
  • Schedule appointments for January and February
  • Review and adjust business plan as needed

December 2025

  • Continue CFP® coursework
  • Finalize marketing materials for tax season
  • Send holiday greetings to clients and network contacts
  • Plan for full-time transition in March 2026

January 2026

  • Continue CFP® coursework
  • Begin tax preparation services for early filers
  • Monitor client satisfaction and gather testimonials
  • Continue part-time client work alongside CFP® studies

February 2026

  • Continue CFP® coursework
  • Ramp up tax preparation services
  • Prepare for full-time transition: finalize any necessary logistics
  • Schedule meetings with potential referral partners

March 2026

  • Complete corporate job on March 15
  • Transition to full-time operation of Haven Financial Services
  • Announce full-time availability to clients and network
  • Evaluate first full-time week and adjust schedule as needed

📆 Setting Up Google Calendar Entries

To keep yourself organized, you can manually add these tasks to your Google Calendar. Here's how:

  1. Open Google Calendar: Navigate to Google Calendar.

  2. Create a New Calendar:

    • On the left sidebar, click the "+" next to "Other calendars".
    • Select "Create new calendar".
    • Name it "Haven Financial Launch Plan" and click "Create calendar".

  3. Add Events:

    • For each task in the checklist, click on the desired date.
    • Enter the task name (e.g., "Finalize business name and register LLC").
    • Set the time or mark it as an all-day event.
    • Choose the "Haven Financial Launch Plan" calendar from the dropdown.
    • Click "Save".

  4. Set Reminders:

    • When creating or editing an event, click on "Add notification".
    • Choose how far in advance you'd like to be reminded (e.g., 1 day before).

  5. Recurring Tasks:

    • For tasks that occur regularly (e.g., "Continue CFP® coursework"), set them to repeat weekly or monthly as needed.

By following this method, you'll have a visual timeline of your tasks and milestones, helping you stay on track throughout your transition.

If you'd like assistance in setting up these calendar entries or need a downloadable version of the checklist (e.g., PDF or Excel format), feel free to let me know!