• Home
  • About
    ▼
    • About Melanie Brophy
    • Our Process
    • Pricing
  • Our
    Difference
  • Services
  • Comprehensive
    Financial Planning
  • Learning
    Center
    ▼
    • Recent Posts
    • Checklists & Flowcharts
    • Financial Calculators Blog
    • Financial Calculator Tools
  • Client
    Logins
    ▼
    • Altruist
    • Right Capital
  • Contact
  • Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
SCHEDULE A MEETING NOW
Next Play Financial

Next Play Financial

  • Home
  • About
    • About Melanie Brophy
    • Our Process
    • Pricing
  • Our
    Difference
  • Services
  • Comprehensive
    Financial Planning
  • Learning
    Center
    • Recent Posts
    • Checklists & Flowcharts
    • Financial Calculators Blog
    • Financial Calculator Tools
  • Client
    Logins
    • Altruist
    • Right Capital
  • Contact

Checklists & Flowcharts

Checklists & Flowcharts

What Important Issues Should I Consider Regarding Changes Made by the Secure Act 2.0?

What Important Issues Should I Consider Regarding Changes Made by the Secure Act 2.0?

Next Play Financial · April 20, 2023 ·

The SECURE Act 2.0 implements several changes that affect many different areas of financial planning. Take a look at the checklist and consider the questions. If you answer YES to any of the …

[Read more...] about What Important Issues Should I Consider Regarding Changes Made by the Secure Act 2.0?

What Issues Should I Consider When Starting a New Job

What Issues Should I Consider When Starting a New Job

Next Play Financial · March 31, 2023 ·

This comprehensive checklist covers the issues that could positively or negatively impact you when changing a job. It includes a review of cash flow & income, employee benefits, retirement plans …

[Read more...] about What Issues Should I Consider When Starting a New Job

Planning Goals

Planning Goals

Next Play Financial · March 31, 2023 ·

Goal setting is fundamental to sound financial planning. Identifying and prioritizing goals is sometimes challenging. Sometimes a need or objective is simply overlooked. This checklist is intended to …

[Read more...] about Planning Goals

Comprehensive Financial Planning Checklist

Comprehensive Financial Planning Checklist

Next Play Financial · March 31, 2023 ·

This checklist identifies possible planning opportunities for new and returning clients. It is meant to be a preliminary checklist of all the areas Next Play Financial can help you with. It is …

[Read more...] about Comprehensive Financial Planning Checklist

Should I roll over my dormant 401(k)?

Should I roll over my dormant 401(k)?

Next Play Financial · March 31, 2023 ·

401(k) plans and IRAs have unique features that may be beneficial to you depending on your unique circumstances. Deciding whether or not to rollover your previous employer's retirement fund involves …

[Read more...] about Should I roll over my dormant 401(k)?

Primary Sidebar

Melanie Brophy, CFP®, EA is a CERTIFIED FINANCIAL PLANNER™️, specializing in fee-only tax and financial planning. Melanie serves clients in Virginia and across the country.

Recent Posts

  • What is my investment yield?
  • What is my future value worth today?
  • How much will my Traditional IRA be worth at retirement?
  • How much will I save by increasing my mortgage payment?
  • How much mortgage might I qualify for?

Categories

  • Checklists & Flowcharts (5)
  • Financial Calculators (26)

Are you ready to get started?

Discover how we can help you meet your financial objectives.

Schedule An Introductory Meeting

Footer

DISCLOSURES

Form ADV Part2
Privacy Policy
Disclaimer

Try these free Financial Calculators

CREDENTIALS & AFFILIATIONS

Cfp and Napfa logo

Fee only logo

IRS logo

CONTACT

Melanie Brophy, CFP®, EA
Next Play Financial Solutions, LLC
E: melanie@nextplayfinancial.com
P: (703) 858-4578

Meetings by Appointment Only
44679 Endicott Drive, Suite 300 #735,
Ashburn, VA 20147

Next Play Financial

Copyright © 2023 · Melanie Brophy, CFP®, EA, Next Play Financial Solutions, LLC., Ashburn, Virginia

Website Design