Personal Finance Organizer Kit

Let’s face it. Personal finances can be a drag. Dealing with bills, medical expenses, insurance, mortgages, bank statements, pay stubs and all the rest can drain you. You need a system.

Even if you have online records up and running, you still need a place to keep important paper documents. That way you can reference them without power or the Internet. You don’t need to repeatedly update apps or programs. You never have to worry about finding passwords, or scanning or uploading documents. Plus, you’re not at risk of security breach through your computer or the cloud.

That’s where the Personal Finance Organizer Kit comes in. It’s the perfect place to keep all your financial documentation. It’s tabbed for easy reference. It has a beautifully designed cover for quick identification on a crowded shelf. It fits into any standard three-ring notebook. What’s not to like?

This professional looking kit comes with:

  • Quality pre-printed index tabs to help you organize your finances
  • Pre-printed front and back cover for use in a clear-view three-ring binder with cheerful graphic design, so you can always find your personal finance binder
  • Pre-printed spine to make it easy to locate your binder on a shelf

Our exhaustive tabs help you break your finances up into manageable sections. That way you always know where to find the information and important records you’re looking for. Examples include:

  • General Information
  • Accountant and CPA
  • Attorney
  • Financial Goals and Reports
  • Financial Statements
  • Retirement Benefits
  • Taxes
  • Liabilities
  • Insurance
  • Investments
  • Real Estate
  • Other Benefits
  • Other Information
  • End of Life

Plus, each section is broken down into smaller sections for easy organization.

If you don’t need any of the pre-printed categories, you can always put a file label over one of them and create your own category. The Personal Finance Organizer Kit is a template upon which you can build your perfect financial system. It gets even easier as you continue to use it over time.

  • $ 13.50 $ 15.50