Financial Planning Organizer Kit

Get started with the Financial Planning Organizer Kit. The system works by organizing hundreds of documents into 22 easy to use categories. Once you set up your kit, you just slip in new papers as they come. No more waiting until you can find the time to file. And you'll never have to start all over again. Our kits are ever expandable to whatever your needs become. Find Auto Titles, Bank Statements, Medical Records or Mortgage papers... Instantly! Never lose Birth Certificates, Warranties or Receipts again. Get every tax deduction you deserve and have receipts to prove it. The kit includes: 22 Category Cards that drop right into hanging folders. Each laminated divider card has a mylar tab on the top with the category name on it. Each card tells you exactly what papers to save...and for how long, usually depending on the IRS regulations. Sample Categories: Residence; Bank Accounts; Investments; Insurance: Autos, Boats & RVs; Insurance: Health & Disability; Charities; Schools and Child Care A Quick-Find Index that you place right in the front of your files. The Quick-Find Index lists the location for over 200 items that you are likely to use at home. All you have to do to find or put away any paper is to look it up on the Index. A 48-page Handbook The handbook has a wealth of information about setting up and maintaining your files and includes a Personal Information Center to record vital information about bank accounts, health care providers, emergency contacts and more. Photo Gallery the kit quick find index quick find index detail category card category card detail table of contents the FPO in action