Find $30,000–$50,000 in Hidden Opportunities Before December 31
Are you leaving money on the table in forgotten accounts, excessive fees, and missed tax opportunities?
This free checklist reveals exactly where to look and shows you how to capture every dollar before year-end.
GET MY FREE CHECKLISTFind $30,000–$50,000 in Hidden Opportunities Before December 31
Are you leaving money on the table in forgotten accounts, excessive fees, and missed tax opportunities?
This free checklist reveals exactly where to look and shows you how to capture every dollar before year-end.
GET MY FREE CHECKLISTAS SEEN ON
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Join 1,000+ Women Taking Control of Their Finances

”
I found $11,400 in an old 401(k) I completely forgot about! Jill's checklist walked me through exactly where to search. The whole process took less than an hour.
— Sandra M.

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Jill's approach completely changed how I look at year-end planning. I went from dreading December finances to feeling in control. Found $18,000 in fee savings I didn't know existed.
— Angela B.

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After one session with Jill's checklist, I realized I was leaving tax deductions on the table. Made adjustments before Dec 31 and saved over $4,200 on my taxes
— Denise T.
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Join 1,000+ Women Taking Control of Their Finances

”
I found $11,400 in an old 401(k) I completely forgot about! Jill's checklist walked me through exactly where to search. The whole process took less than an hour.
— Sandra M.

”
Jill's approach completely changed how I look at year-end planning. I went from dreading December finances to feeling in control. Found $18,000 in fee savings I didn't know existed.
— Angela B.

”
After one session with Jill's checklist, I realized I was leaving tax deductions on the table. Made adjustments before Dec 31 and saved over $4,200 on my taxes
— Denise T.
Meet Jill Collins: Your Guide to Financial Clarity
I'm a wealth strategist who helps successful women transform financial confusion into complete clarity in a matter of days, not months.
For years, I watched intelligent, accomplished women: executives, business owners, high earners, feel completely lost when it came to their money.
They had advisors.
They had accounts.
What they didn't have was a clear understanding of where their money was going.
So I created a systematic approach to financial education. No life coaching. No motivational fluff.
Just practical frameworks that give you the clarity and confidence to make informed decisions.
This Year-End Audit Checklist is the same tool I use with my private clients during our VIP strategy sessions.
Together, we've uncovered more than $500,000 in combined opportunities across forgotten accounts, excessive fees, and missed tax deductions.
Now I'm making it available to you, free.
Because every successful woman deserves financial clarity, regardless of where she starts.
Meet Jill Collins: Your Guide to Financial Clarity
I'm a wealth strategist who helps successful women transform financial confusion into complete clarity in a matter of days, not months.
For years, I watched intelligent, accomplished women: executives, business owners, high earners, feel completely lost when it came to their money.
They had advisors.
They had accounts.
What they didn't have was a clear understanding of where their money was going.
So I created a systematic approach to financial education. No life coaching. No motivational fluff.
Just practical frameworks that give you the clarity and confidence to make informed decisions.
This Year-End Audit Checklist is the same tool I use with my private clients during our VIP strategy sessions.
Together, we've uncovered more than $500,000 in combined opportunities across forgotten accounts, excessive fees, and missed tax deductions.
Now I'm making it available to you, free.
Because every successful woman deserves financial clarity, regardless of where she starts.
What's Inside the $50K Year-End Audit Checklist
Four Powerful Steps That Take Only 60-90 Minutes
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Step 1: Fee Audit Framework
Six-point action checklist to audit every investment account you own.
Includes a Fee Tracker table to document each account's balance, fee percentage, and annual dollar cost.
Calculate your potential savings and identify which accounts need action.
Step 2: Forgotten Money Search Guide
- unclaimed.org (state unclaimed property)
- missingmoney.com (national database)
- unclaimedretirementbenefits.com (old 401(k)s)
- pbgc.gov (pension benefits)
- treasurydirect.gov (matured savings bonds)
- Previous employer HR contacts
Plus a Findings Tracker to document every dollar you discover.
Step 3: Year-End Tax Opportunities
Three checklists covering every move that expires December 31:
Retirement Contributions: 401(k), IRA, SEP, HSA with current limits and catch-up amounts
Investment Tax Moves: Capital gains review and loss harvesting
Charitable Giving: Donation documentation, appreciated stock, donor-advised fund strategies
Step 4: 90-Day Implementation Plan
Month-by-month action table:
December: Complete audits, run searches, make contributions, execute tax moves
January: Roll over old accounts, renegotiate fees, claim found money, set up tracking
February: Automate contributions, set review reminders, schedule mid-year check-in
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BONUS
Final calculation section to total your findings:
- Annual fee savings
- Forgotten money found
- Estimated tax savings
- TOTAL opportunities discovered
What's Inside the $50K Year-End Audit Checklist
Four Powerful Steps That Take Only 60-90 Minutes
Â
Step 1: Fee Audit Framework
Six-point action checklist to audit every investment account you own.
Includes a Fee Tracker table to document each account's balance, fee percentage, and annual dollar cost.
Calculate your potential savings and identify which accounts need action.
Step 2: Forgotten Money Search Guide
- unclaimed.org (state unclaimed property)
- missingmoney.com (national database)
- unclaimedretirementbenefits.com (old 401(k)s)
- pbgc.gov (pension benefits)
- treasurydirect.gov (matured savings bonds)
- Previous employer HR contacts
Plus a Findings Tracker to document every dollar you discover.
Step 3: Year-End Tax Opportunities
Three checklists covering every move that expires December 31:
Retirement Contributions:Â 401(k), IRA, SEP, HSA with current limits and catch-up amounts
Investment Tax Moves:Â Capital gains review and loss harvesting
Charitable Giving:Â Donation documentation, appreciated stock, donor-advised fund strategies
Step 4: 90-Day Implementation Plan
Month-by-month action table:
December:Â Complete audits, run searches, make contributions, execute tax moves
January:Â Roll over old accounts, renegotiate fees, claim found money, set up tracking
February:Â Automate contributions, set review reminders, schedule mid-year check-in
Â
BONUS
Final calculation section to total your findings:
- Annual fee savings
- Forgotten money found
- Estimated tax savings
- TOTAL opportunities discovered
This Free Checklist is Designed for Successful Women Who:
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âś“ Have accumulated investment assets but feel unclear about the true costs
âś“ Suspect they're overpaying fees but don't know how to verify it
âś“ Have changed jobs and may have old 401(k)s sitting somewhere
âś“ Want to maximize their tax efficiency before year-end
âś“ Lack an organized system for their financial review process
âś“ Know 5-20 minutes could reveal thousands in their financial situation
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You don't need to be a financial expert to use this checklist.
You just need to be ready for answers.
If you've been wondering "Am I leaving money on the table?" this checklist will tell you exactly where to look, what to do, and how to capture it before December 31.
This Free Checklist is Designed for Successful Women Who:
âś“ Know their income but have never calculated their actual net worth
âś“ Feel successful but aren't sure if they're "on track" financially
âś“ Have assets scattered across multiple accounts with no central view
âś“ Want a simple system to track their financial progress over time
âś“ Are tired of guessing and ready to finally KNOW their number
âś“ Value clarity and structure over complicated financial software
YOU DON'T NEED TO BE A FINANCIAL EXPERT TOÂ USE THIS DASHBOARD.Â
YOU JUST NEED 10 MINUTES AND YOUR ACCOUNT STATEMENTS.
If you can fill in a spreadsheet, you can finally know your net worth.
You're Successful in Every Other Area...
So, Why Does Year-End Financial Planning Feel So Overwhelming?
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You've built a six-figure income.
You've accumulated significant assets.
You have investment accounts and a financial advisor.
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But when December hits, you see:
-
A vague feeling you should be "doing something" before year-end
-
Tax deadlines approaching with no clear plan
-
Statements piling up that you haven't reviewed
-
A nagging suspicion there's money sitting somewhere you've forgotten about
The real problem? These opportunities are hidden in plain sight buried in account statements, unclaimed property databases, and tax rules you've never been taught.
You don't need a financial advisor to run this audit. You need a system.
I created this checklist after seeing clients consistently find $30,000-$50,000 in opportunities they didn't know existed.
The average woman who completes this audit discovers: $2,000-$15,000 in annual fee savings, $5,000-$20,000 in forgotten accounts, and $1,000-$10,000 in year-end tax optimization opportunities.
"I wish I had used this checklist 5 years ago. I would have saved myself $50,000 in unnecessary fees and switched to a fee-only fiduciary who actually works for me."
- Rebecca S., Director of Marketing
You're Successful in Every Other Area...
So, Why Does Year-End Financial Planning Feel So Overwhelming?
Â
You've built a six-figure income.
You've accumulated significant assets.
You have investment accounts and a financial advisor.
Â
But when December hits, you see:
-
A vague feeling you should be "doing something" before year-end
-
Tax deadlines approaching with no clear plan
-
Statements piling up that you haven't reviewed
-
A nagging suspicion there's money sitting somewhere you've forgotten about
The real problem? These opportunities are hidden in plain sight buried in account statements, unclaimed property databases, and tax rules you've never been taught.
You don't need a financial advisor to run this audit. You need a system.
I created this checklist after seeing clients consistently find $30,000-$50,000 in opportunities they didn't know existed.
The average woman who completes this audit discovers: $2,000-$15,000 in annual fee savings, $5,000-$20,000 in forgotten accounts, and $1,000-$10,000 in year-end tax optimization opportunities.
"I wish I had used this checklist 5 years ago. I would have saved myself $50,000 in unnecessary fees and switched to a fee-only fiduciary who actually works for me."
- Rebecca S., Director of Marketing
Three Simple Steps to Year-End Financial Clarity
Step 1: Download Your Checklist
Enter your email and get instant access to the complete 4-step audit framework delivered straight to your inbox.
Step 2: Work Through Each Section
Follow the step-by-step process. Gather your statements, run the searches, and check off each item. The checklist does the thinking for you.
Step 3: See Your Results
Calculate your total opportunities found fee savings, forgotten money, tax optimizations and use the 90-day plan to capture every dollar.
The entire process takes 60 - 90 minutes. The clarity you get: Priceless.
Three Simple Steps to Knowing Your Net Worth
Step 1: Download Your Checklist
Enter your email and get instant access to the complete 4-step audit framework delivered straight to your inbox.
Step 2:Â Work Through Each Section
Follow the step-by-step process. Gather your statements, run the searches, and check off each item. The checklist does the thinking for you.
Step 3:Â See Your Results
Calculate your total opportunities found fee savings, forgotten money, tax optimizations and use the 90-day plan to capture every dollar.
The entire process takes 60 - 90 minutes. The clarity you get: Priceless.
Stop Wondering. Start Knowing.
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Only 23 days left until year-end. You deserve to know exactly where your money is going.
This checklist gives you the clarity you need to make informed financial decisions without judgment, jargon, or confusion.
It's free. It's simple. And it takes less than 90 minutes to complete your audit.
Stop Wondering. Start Knowing.
Stop Wondering. Start Knowing.
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Only 23 days left until year-end. You deserve to know exactly where your money is going.
This checklist gives you the clarity you need to make informed financial decisions without judgment, jargon, or confusion.
It's free. It's simple. And it takes less than 90 minutes to complete your audit.
• No credit card required
• Instant access, delivered to your inbox
• Your information is 100% secure and never shared
• Based on the framework I use with private clients
