| |
Simplify and organize your life
with our personalized Financial
Organizer©
As a successful business owner
or professional, your time is precious to you. You work
with a host of professionals: insurance agents, investment
managers, attorneys, etc. and you are bombarded with
a daily influx of financial statements and information.
Keeping track of everything and locating specific information
when you need it can become a very time consuming task.
After years of helping clients literally
sift through shoeboxes full of documents, we decided
to provide them with a unique organizing binder, our
Financial Organizer©.
The RESULTS
of using the Financial
Organizer©
- A greater sense of confidence about
your personal financial record keeping!
- Being more organized than ever before
with all of your most important documents and information
in one convenient location!
- Not having to waste any more valuable
time on extended scavenger hunts through home and
business file cabinets… (Or the infamous shoeboxes)
or on needless phone calls!
Using our organizer will give
you control over the endless account numbers, telephone
numbers, and details you need to have ready access to.
Once you have gathered and entered all the information
in your one convenient, accessible binder you will love
using it!
Information to be contained in
your Financial Organizer©
To help simplify your lives and save valuable
time, we have provided sections that will contain the
phone numbers, contact information, values, limits,
coverage amounts, etc. for all of the following:
My
Profile |
|
Social Security numbers,
work/school information, physician information |
|
Personal Advisors: Financial
Planner,
Attorney, Accountant, etc. |
|
Investment/Bank
Accounts |
|
401k/qualified retirement
accounts
|
|
Bank & personal investment
accounts |
|
Trust accounts |
|
529 Plan, etc. |
|
Mortgage/loans |
|
Safe Deposit Box |
|
Insurance
Policies |
|
Homeowners |
|
Personal Articles/
Personal Valuables
|
|
Health
|
|
Disability
|
|
Umbrella |
|
Flood
|
|
Wind
|
|
Long Term Care
|
|
Auto
|
| Life: |
Key Man |
| |
Second to Die |
| |
Buy-Out |
| |
Personal |
|
|
Estate Planning
|
|
Wills/Advance Directives |
|
Trusts |
|
Business Entities/Asset Protection
|
|
Limited Liability Companies
|
|
Limited Partnerships
|
|
Corporations |
|
As family wealth counselors, one
of our goals is to help you simplify and organize your
financial planning. For assistance in filling out the
required fields and completing your organizer, give
us a call at 305-931-3200.
We are here to help you get started. |
|
