What My Family Needs To Know
Most people do not have clearly marked and organized records for use during their life time or to leave as a map for others to follow after their death. All of us need to think about what we wish to have happen should we become disabled or incapacitated and share it with someone who can make our wishes known to the right people.

In the event of your death there are other matters to consider. Some of which have legal ramifications for those who survive you. 

This book is not intended to serve as a substitute for sound legal advice or representation. For that you will need to consult your attorney. However, this book is intended to help you gather and record valuable and necessary information. This book will also help you when it comes time to talk with your attorney regarding your wishes, making legal documentation a simple process.

Please note that several of these pages are intended to be copied, moved and stored with your other files or to be accompanied by pockets and/or files that will best suit your needs. Some of these pages will contain confidential information and will need to be stored in a secure place while others you may want to have available to refer to all the time. Consider which is which before you commit to a system of storing them.

As you proceed with this information gathering process, you may wish to add to this body of material. This is intended to be a living book that will grow and change as your circumstances changed. 

Peace of mind for your future begins today. Your loved ones will thank you for taking the time.

See pricing and ordering information below.

Financial Organizer
We recognize that managing the paper work that accompanies your finances is not always easy.

This book is intended to give you a head start in thinking about and organizing your financial information.

We offer information, referrals and tips on how to figure out your financial worth, cash flow and determine a budget.

We have provided you with a way to record and manage your monthly bills and travel expenses as well as track your family’s medical expenses and reimbursements. We have provided check sheets for income tax preparation as well as various facts and tips to help you save money or think about how you spend it.

Pricing & Ordering

What My Family Needs To Know

Financial Organizer

We accept checks, money orders or PayPal. New York State residents, please add applicable sales tax.

Contact Us To Order Or For More Information

Phone & Fax 607-862-3095 or e-mail rody@pearlsofwisdomforbusypeople.com