Personal and Financial Information Organizer

Geoff Cook - CFP, CHAIP

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It is important that we stay organized with our financial affairs. We reccomend keeping certain important information in a safe, easy to find spot in case in the future a

spouse, family member, or friend needs to take care of something for us.

Here is a writable PDF you can use to stay organized with important financial information - Financial Organizer

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When dealing in financial matters, you are urged to consult an advisor for legal, tax or investment advice. Every effort has been made to present information in a clear, exacting manner. However neither the publisher nor the authors can be held responsible for any losses incurred due to the actions of any individual as the result of this post or any errors or omissions contained herein.

Infinite Financial places mutual fund transactions through Banwell Financial Inc. and Life Insurance transactions through Bridgeforce. To learn more about these relationships - click here

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