This is a physical 3-ring binder that will be shipped to you containing beautifully designed, full color forms and worksheets to help you record and track your financial information quickly and efficiently.
Notes: You will also receive a digital copy of the contents so you can customize it exactly to your needs. If you need to update the information, or just need an additional page to track credit cards or retirement benefits, simply print another one and pop it into your binder.
Each binder is a 2" D ring ONE touch deluxe binder and includes the following full color information sheets:
Financial Prep Sheet - Where do you stand financially? What are your goals? What are your worries and struggles? Jot it all down here.
Family information sheet - Your basic personal info, important people, and health insurance (includes two for an adult and two for a child, depending on who the binder is for).
Personal Documents and Contacts - An at-a-glance summary of the locations of paperwork you keep locked up safe--your social security card, will, birth certificate, etc.
Advisor Contact Information - How to reach out to your attorneys, financial planners, and anyone who has a stake in your finances. Also includes a list of your properties and your employer information.
Insurance Policy Information - A list of your policies, including effective dates and contact information.
Safe Deposit Box Inventory - Any items you keep in a safe deposit box, their value and any pertinent notes
Financial Inventory - A comprehensive list of your bank accounts, mortgages, loans, investments, and other banking institutions you use
Debts and Loans - A tracker to record all our outstanding debts and when you’ll pay them off
Credit Card Inventory - Major cards and merchant cards you use and the login information needed to pay them
Bill Payment Records - Monthly bills, when they are due, and a checklist to record when you pay them
Gift Cards and Rewards - Track your rewards accounts and any gift cards you have
Travel Rewards - Frequent travel numbers and login information for all the various travel methods and hotels
Retirement Benefits - Record retirement information for you and your spouse, including pensions, veterans benefits, 401ks and IRAs
Household Inventory - A list of all your valuables, their purchase dates, and any insurance or warranty information. Also included is a step-by-step guide on how to create a comprehensive, useful household inventory
2 business card holder inserts are included as well. The binders hold 8.5 x 11 sheets of paper with the capability to add printouts from your CPA, articles you want to reference, or anything else you want to keep with your financial information. Purchase a binder and fill it out independently, or join us for a workshop where an Organize 365 Certified Complete All Paper Workshop Organizer will walk you through each page and help you sort and organize your financial information.