REQUEST A PERSONAL FINANCIAL ORGANIZER
PERSONAL FINANCIAL ORGANIZER
Do you know how much you are worth?
Do you know how much insurance you have?
Do you know if all your beneficiaries on your retirement plans or insurance policies are correct?
Do you have a will or a trust, and if necessary, are your assets properly titled?
Do you know these things and more? But just as important, would your family know how to get this information if something happened to you?
The Personal Financial Organizer is actually an information gathering document that we use when first organizing a strategy for a JPSmoney client. It is just as handy for anyone to use as a central document to help keep organized and better informed on their financial affairs.
How much information you put in it is up to you. We suggest you store it in a safe place, and let the appropriate others you trust and depend on, or depend on you, know where it is.
You may even want to review the document with them so that they have the chance to ask you clarifying questions in the event that something should happen to your health.
Keeping with tradition at JPStudinger Group, we believe an informed society is an advanced society. Please take advantage of our free resources and tools to help your better manage your finances.
If you know of resources that you think would be helpful to others, please contact us. They have to meet criteria of being 100% free and perform a useful financial related function.
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