Financial Planning Kit - to identify, collect, organize, and store your vital documents!

Each time you watch the news, there seems to be another fire, flood, storm, hurricane, tornado, or other disaster in the USA. If you had to evacuate because of an emergency, are your vital documents ready to "Grab and Go"? FINALLY, you can be ready! A downloadable Planning Kit - with 48 pages to help organize your financial life! Included are checklists and easy-to-complete forms. This comprehensive kit helps you identify, collect, organize, and learn how to store your most vital documents. Many clients keep this in an emergency preparedness kit to grab in case of evacuation. "I have had surgeries where I was told to "get my house in order." This kit helped me go back and add directions to my vital documents. For example, I made notes as to how each beneficiary of my Pension Plan should receive the benefits. My husband would collect differently than my son, if he inherited it first. I also discovered that I had a large account without beneficiaries listed and a CD at the bank without a