Personal Finance Organizer Kit - Architectural Version

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 for a 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?

The Personal Finance Kit contains the following:

  • 12 professional pre-printed index tabs
  • Table of Contents
  • Graphic front and back cover and spine inserts that fit any standard 3-ring clear-view binder, 1 1/2" or larger

The tabbed page dividers include:

  • General Information
  • Financial Statements
  • Retirement Benefits
  • Taxes
  • Liabilities
  • Insurance
  • Investments
  • Real Estate
  • Other Benefits
  • Other Information
  • End of Life
  • Blank tab

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

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.

  • $ 14.50 $ 15.50