---
title: Pittsburgh Financial Planning Resources | Hapanowicz & Associates (3)
description: Use these Pittsburgh financial planning resources to better understand every facet of preparing for your financial future (3)
---

# Important Documentation

We're here to help you understand every facet of preparing for your financial future. Use our resources to better understand the financial planning process and how we work for you.

- Phone: [412-261-5966](tel:412-261-5966)
- Toll Free: [800-722-1143](tel:800-722-1143)
- Fax: 412-261-3353

Categories **

## Categories

**

### Categories

- [Investment Strategies (7)](https://hs.hapfinancial.com/resources/tag/investment-strategies)
- [End of Life Planning (4)](https://hs.hapfinancial.com/resources/tag/end-of-life-planning)
- [Budgeting Tips (3)](https://hs.hapfinancial.com/resources/tag/budgeting-tips)
- [College Planning (3)](https://hs.hapfinancial.com/resources/tag/college-planning)
- [Senior Planning (3)](https://hs.hapfinancial.com/resources/tag/senior-planning)
- [Financial Planning (2)](https://hs.hapfinancial.com/resources/tag/financial-planning)
- [Retirement (2)](https://hs.hapfinancial.com/resources/tag/retirement)
- [Divorce (1)](https://hs.hapfinancial.com/resources/tag/divorce)
- [Medicare (1)](https://hs.hapfinancial.com/resources/tag/medicare)

### [Funeral Planning Checklist](https://hs.hapfinancial.com/resources/funeral-planning-checklist)

Planning a funeral for a loved one is an emotional endeavor and a difficult task. This checklist helps to outline the many components of the planning process to help make this emotional time easier.

[Download](https://hs.hapfinancial.com/hubfs/Hapanowicz_Associates_May2020/Docs/HA_Funeral-Planning-Checklist.pdf)

### [Immediately After](https://hs.hapfinancial.com/resources/immediately-after)

The time immediately following the death of a loved one can be overwhelming, with grief and bereavement complicated by a seemingly endless number of tasks. Many people find it extremely challenging to be sure that they have taken care of everything. This document lists the areas that likely need urgent or immediate attention so you can prioritize and focus on what matters most.

[Download](https://hs.hapfinancial.com/hubfs/Hapanowicz_Associates_May2020/Docs/HA_Immediately_After.pdf)

### [Post Mortem Checklist – 1 year](https://hs.hapfinancial.com/resources/post-mortem-checklist-1-year)

Many areas require attention to detail following the death of a loved one. It can be complicated and challenging to keep track of what you may need to handle. This checklist will help guide you through several areas that you may encounter during the first year.

[Download](https://hs.hapfinancial.com/hubfs/Hapanowicz_Associates_May2020/Docs/HA_Post_Mortem_1stYear.pdf)

[❮](https://hs.hapfinancial.com/resources/page/2)

[1](https://hs.hapfinancial.com/resources/page/1) [2](https://hs.hapfinancial.com/resources/page/2) [3](https://hs.hapfinancial.com/resources/page/3)

### Search

### Categories

- [Investment Strategies (7)](https://hs.hapfinancial.com/resources/tag/investment-strategies)
- [End of Life Planning (4)](https://hs.hapfinancial.com/resources/tag/end-of-life-planning)
- [Budgeting Tips (3)](https://hs.hapfinancial.com/resources/tag/budgeting-tips)
- [College Planning (3)](https://hs.hapfinancial.com/resources/tag/college-planning)
- [Senior Planning (3)](https://hs.hapfinancial.com/resources/tag/senior-planning)
- [Financial Planning (2)](https://hs.hapfinancial.com/resources/tag/financial-planning)
- [Retirement (2)](https://hs.hapfinancial.com/resources/tag/retirement)
- [Divorce (1)](https://hs.hapfinancial.com/resources/tag/divorce)
- [Medicare (1)](https://hs.hapfinancial.com/resources/tag/medicare)

## Speak with an H&A Advisor

We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.