
Simplify Your Life
A Journal for Financial Organizing and More
ByScott GutmanJill Roth-Gutman
Usually printed in 3 - 5 business days
If something were to happen to you, what would I do? It was in the journey to answer this simple question that transformed a small list of things to remember into a life resource designed to keep individuals and families organized as they navigate through the ups and downs of life. Along with the peace of mind in becoming organized, this guided journal can serve as a progress report of your financial health as you journey through life.
Your go-to journal for important information all in one place: medical details, finances, passwords, and location of documents such as marriage license, Wills and Power of Attorney. Developed by a financial advisor and a family law and estate planning attorney. See the inside here: https://www.instagram.com/p/DCyFRm8umjl/
TABLE OF CONTENTS
Introduction:
How to Best Use This Journal...
Information and Documentation:
Section 1: The Basics
Personal and Family Information
...
Family Pets
Your Professional Team
Section 2: Numbers, Numbers, Numbers
Financial Accounts
Loan, Mortgages, and Credit Cards
....
Health Insurance...
Warranties
Section 3: Bills & Safekeeping
.... Annual Bills...
Personal Documents...
Section 4: Goals & Planning for the Unexpected
Financial Goals...
... Emergency Plan
Section 5: Wishes & Memories
... Passwords
Details
- Publication Date
- Nov 18, 2023
- Language
- English
- Category
- Personal Growth
- Copyright
- All Rights Reserved - Standard Copyright License
- Contributors
- By (author): Scott Gutman, By (author): Jill Roth-Gutman
Specifications
- Pages
- 156
- Binding Type
- Hardcover Case Wrap
- Interior Color
- Black & White
- Dimensions
- US Trade (6 x 9 in / 152 x 229 mm)