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DOWNLOAD OUR FREE FINANCIAL ORGANIZER – YOUR ACCOUNTANT AND YOUR SPOUSE WILL LOVE YOU

You'll never waste time again searching for important financial information. WIth our Financial Organizer—all your vital information is captured in an easy to use Word document. You can enter your financial data directly into the digital document or you may choose to print out the Organizer and fill it in manually. In either case, your financial matters will always be organized.

This is a digital document composed in Microsoft Word. We offer versions for both Windows and Macintosh. You can choose to either enter your financial information directly into your document or you can print it out and fill it in manually.

Get it together. Once and for all.

• It's like a First-Aid Kit for your financial information. It organizes key information of all your financial accounts, family and personal data. We've covered every possible category from A-Z. All you do is enter your data to customize it for you and your family. Use it as a digital document or print it out.

• The Organizer assembles important information on your estate, insurance policies, wills, and much more. Provides organization of vital medical, dental and legal information with addresses and telephone numbers. It even includes a living will and a monthly budget.

• It will be the foundation for your financial planning. You will be able to make better financial decisions when all of your financial information is entered into the Organizer.

• The next time you need your financial or personal information you'll have your stuff together.

• Tells you at-a-glance where everything is located. It's much more effective than a traditional filing cabinet or that shoebox you might be using.

• Select your download below :

1. Financial Organizer for Mac

2. Financial Organizer for PC

3. Bonus : Personal Budget Planner

INSPIRED BY HURRICANE KATRINA: This guide is much more than a financial organizer, it contains your financial data as well as much personal information. The key to any kind of planning, whether financial or otherwise, is organization. In the event of death or a major loss by fire, hurricane, or flooding, you can “grab” this financial organizer and have all the information you need to “begin again”. We tend to put off thinking of major loss or death, but it is important to have this information in one centralized location.

This organizer covers information on financial and personal data, bank accounts, investments, your credit cards, automobiles, boats, insurance, medical and legal, security, home records, your will, and even includes your last requests and burial instructions as well as a budget guide.

After you have downloaded this Financial Organizer and have filled in all the blanks with your pertinent data, you will then be able to begin the planning process in a much more orderly fashion, plus you will have all your important information in one centralized location. Put it in a safe and easily accessible location, where you can “grab” it at a moment’s notice. If you are faced with unexpected or tragic loss, (heaven forbid) you will be in control.

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FINANCIAL ORGANIZER TABLE OF CONTENTS:

Chapter 1—Getting It Together – Once. And For All.
You'll start by entering all your important personal information like: driver's license, passports, food alergies, doctor's, automobile registration, emergency contacts and more. Remember, this is your document and only you will have access to it.

Chapter 2—Bank Accounts
Organizes your bank savings and checking accounts.

Chapter 3—Investments
Organizes your financial, brokerage and investment accounts.

Chapter 4—Safe Deposit Box
Keeps a record of the contents of your safe deposit box with access instructions.

Chapter 5—Credit Cards
Records your card information, credit cards issuers, and who to contact if your card is ever stolen.

Chapter 6—Automobiles
Organizes your vehicles' owner records with vin, registration and more.

Chapter 7—Boats, Campers, Rv's
Organizes your recreation vehicles' owner records with vin, registration and more.

Chapter 8—Insurance
You'll always have your homeowners, flood, automobile, health, dental, disability and life insurance information handy in the case of an event.

Chapter 9—Medical
Organizes all your medical information. Your Doctor's and Dentists information will be there at a glance. As well as drug prescriptions, preferred hospital, etc.

Chapter 10—Legal
Keeps pertinent legal information together such as Attorneys, Accountants, Tax Preparors, Notaries, powers of attorney, medical emergency consent and more.

Chapter 11—Security
Enter your home security system information such as location of master panel, service provider, system code, system monitor's number, keyholders, key locations and emergency procedures.

Chapter 12—Computer Security
Organizes all your computer information such as passwords, internet providers, email addresses and passwords. Lists your favorite websites with usernames and passwords so you'll never forget a log-in.

Chapter 13—Home
List vital information about your home such as deed, purchase date, property costs, annexation, taxes, etc.

Chapter 14—Photo documentation
Place your photographs in this section to substantiate insurance claims.

Chapter 15—Home Improvement
Keep a tab on all your home improvements, the date they were done and the cost. This is useful for tax purposes and to show to potential buyers what you've invested in your home.

Chapter 16—Wills
Organizes information for both husband and wife such as location of will, original will date, when it was updated and executor information. Reduce the burden from other by being prepared. Also contains information on living will such as medical power of attorney, etc.

Chapter 17—Last request & burial
All of your requests will be known and in order in the event of your death. Insurance policy locations, beneficiaries, deeds, church, minister, designation of memorials, etc.

Chapter 18—Budget
You'll always know what's coming in, what's going out, and how much is left over.

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SYSTEM REQUIREMENTS:
You must have Microsoft Word for PC or Mac installed on your computer.

INSTRUCTIONS FOR USING THE ORGANIZER :
Save your Financial Organizer to your desktop – by keeping it there it will be easier to find. Burn it to a CD, or when you need to bring your information to a meeting simply print it out. This is a Microsoft Word document. You'll place your cursor inside the formatted tables provided and type in your information. Note: Each page will only hold so much information before the text will flow onto next page. Another option is to print the booklet in its entirety and hand-write in your information. A .pdf version is coming soon specifically designed for those who prefer the printed page.

MEDIA:
For media inquiries, reproductions or investor relations of our Financial Organizer email: info@frankfordfinancial.com. In certain cases we may allow certain site owners to place our Financial Organizer on their sites. Prior permission required.

Find this useful?....help a friend or family member organize their finances....e-mail them the address of this page.

© /F 2008 illegal reproduction is strictly prohibited and professionally monitored.

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IMPORTANT : If you manage a website or blog please honor our hard work and generosity by linking to our homepage. Offering Free Downloads represents a significant amount of un-paid work on our behalf. Thank You.

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