Our Gift to You
Young, old, rich, or poor, financial plannning is for everyone. It is our endeavor therefore to provide the tools necessary to help plan for and meet your financial goals for a secure future. For that reason, we are making available to our site visitors an expert financial planning workbook. This workbook contains all the tools you need to organize your personal and financial information, put together a budget, prepare for unexpected day-to-day expenses, and begin and track an emergency fund. These are the first steps in financial planning.
The planner contains the following:
- Personal Information Organizer for tracking your
- financial accounts such as bank accounts, mutual funds, brokerage accounts, children's accounts and trusts, annuities, and retirement benefits,
- insurance policies for health, home, auto, and life,
- credit card and loans, and
- the location of important documents such as birth certificates, marriage certificates, divorce papers, deeds, and more.
- a Monthly Budget Worksheet,
- a Sinking Fund Worksheet, and
- an Emergency Fund Worksheet.
Click on the gift box above to receive your gift.