Publisher's Synopsis
Are you tired of looking for your important financial documents? Have you ever lost a loved one and had no idea where to find important documents? If you answer yes to any of these questions then you need a copy of the Financial Planning Made Easy Workbook. I created this workbook to help centralize all your important financial information for you and your family and/or loved one. It will assist you with the Financial Planning process. It has question for you to answer that will help you to take action towards financial planning. The worksheets will help to document your answers and information. This workbook serves as a critical resource in the case of an emergency, major life event, illness or death.
