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FAQ: Armik Aghakhani's Free 15-Minute Personal Self-Check for Financial and Personal Organization
TL;DR
Armik Aghakhani's free 15-minute checklist helps you identify financial gaps early, potentially saving thousands in future costs and giving you an organizational edge.
The checklist is a step-by-step guide where users answer yes/no questions in 15 minutes to systematically assess and organize personal and financial records.
This resource promotes financial clarity and organization, helping individuals avoid stress and build security, creating a more stable foundation for themselves and their families.
A free 15-minute checklist from a CPA helps you spot overlooked financial details, inspired by the creator's work supporting autism programs and community initiatives.
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The checklist is designed to help individuals pause, assess, and organize key areas of their financial and personal records in just 15 minutes to identify gaps, overlooked details, and areas needing attention before small issues grow into larger problems.
Armik Aghakhani, CPA and Managing Partner of Chartered International LLP, created the checklist based on his professional experience and charitable involvement with organizations focused on faith, education, youth development, and children with autism.
Industry data shows that disorganization and inattention can lead to $2,500–$5,000 in cumulative costs from errors, delays, and corrections, with over 60% of people relying on incomplete records and nearly 1 in 3 only identifying issues after receiving a notice.
Set aside 15 uninterrupted minutes, open or print the checklist, answer each question with yes, no, or unsure, highlight anything unclear or incomplete, and save it for future reference or annual review.
The checklist addresses common issues including assuming last year's situation still applies, storing documents across too many platforms, avoiding confusing areas, and waiting until problems become urgent.
Aghakhani's charitable efforts, including supporting the creation of a sensory classroom for children with autism and initiatives like 'Race for a Cause,' shaped his long-term thinking about helping people identify what they know and don't know.
The checklist is designed to be completed in one sitting and revisited annually, with Aghakhani emphasizing that users don't need to solve everything immediately but rather see things clearly.
Aghakhani believes in 'slowing down and being intentional,' applying thoroughness to both professional and community work, and that clarity starts with asking the right questions rather than offering advice or predictions.
The checklist is available now at no cost, though the specific website or platform is not mentioned in the content.
Curated from 24-7 Press Release
