Building Your Binder (Advisor Use)
Organize and secure your financial future with our guide to building a financial planning binder. This essential tool is tailored to help you gather and manage critical financial documents at any stage of life. Our guide walks you through compiling key records such as bank statements, investment accounts, insurance policies, estate planning documents, and tax returns. It also includes tips for categorizing and updating these documents regularly, ensuring easy access and clarity in your financial affairs. Whether for day-to-day management or long-term planning, this binder becomes a centralized resource, providing peace of mind and an invaluable reference for you and your family. Start constructing your financial planning binder today for a more organized and secure tomorrow.
License
Want to use this checklist as a resource for your clients? You can! This link includes my "Advisor Use" license. Once you purchase a license at the Your Money Narrative Store, my checklists are yours to use and share with your clients.
They are available as hi-res downloads under the Attribution-NonCommercial 4.0 International license. Checklists can be used anywhere as long as you attribute the checklist to Your Money Narrative. Read the full license here.
Building Your Binder Checklist © 2023 by Amy R Cook is licensed under Attribution-NonCommercial 4.0 International
Refund Policy
This product is a digital download. No refunds will be issued.
Receiving Your Checklist
This digital file will be immediately available for download post purchase as well sent via email.