What Should You Be Reviewing During a Market Correction?

Download Your Free Market Correction Checklist

Market volatility can be unsettling, but it can also be a time to pause and revisit your financial strategy.

This free checklist is designed to help you think through key planning areas when markets shift. Whether you’re actively managing your investments or simply want to stay informed, this guide offers a clear framework to support more thoughtful decision-making.

You’ll find questions and considerations across topics such as:

• Cash flow and reserves – Are your current income and savings strategies still aligned with your needs?

• Portfolio balance – Has your investment mix shifted from your intended strategy?

• Retirement distributions – Is it time to reassess the timing or amount of your withdrawals?

• Tax planning – Could lower valuations affect decisions around Roth conversions or tax-loss harvesting?

• Estate and gifting strategies – Are there opportunities to revisit how assets are transferred or protected?

This checklist is a resource—not a recommendation. It’s meant to support a more focused review of your plan during periods of uncertainty.

Take the first step toward reviewing your strategy with confidence and clarity. Download your free Market Correction Checklist by filling out the form below!