The Benefits of a Master Financial and Estate Planning Binder

During my 20+ years owning a financial planning firm, I helped many clients create a “Master Finance and Estate Planning Binder.” I recently revised and expanded the document, and it is available to you at no charge.

It will be sent to you when you sign up for my monthly newsletter, which includes articles I write, excerpts from my upcoming book Becoming Enriched, and guest articles. The newsletter is free, I will not share your email address, and you can unsubscribe at any time.

If you are a financial advisor, feel free to use the “Master Financial and Estate Planning Binder” document with your clients. Otherwise, use it for yourself or share it with your family and friends. Providing clients with an attractive binder that already contains dividers—and filling it with as much information as possible before your next client meeting—is a great service. You can explain the benefits to clients, and recommend they start gathering information (as explained in the document) over the next several months. They will soon realize how valuable this binder can be.

The benefits:

• It will simplify the estate management for your loved ones in the event of your death or disability.
• If your spouse or partner becomes disabled or dies first, it will help you manage the myriad (and often overwhelming) tasks alone.
• It facilitates organization; everything is in one place.
• It encourages meaningful discussions with family members so you can convey your wishes.
• It clarifies what still needs to be done.
• You will feel “peace of mind” and organized for the future.

I sold my financial planning firm and retired from serving clients in late 2021. Since then, I have been writing within the financial industry, and working on my second book. Many of my clients became close friends, so we are still in touch. They have told me they keep their binders up-to-date, even though their current advisor does not provide this service. Creating a “Master Financial and Estate Planning Binder” provides value for many years.

Get your Copy of the “Master Financial and Estate Planning Binder” Now!?

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