The Family Information Organizer
“There is in the act of preparing, the moment you start caring.” —Winston Churchill
A longtime friend named Dana called me one day because she needed help. Her father had just passed away and she didn’t know what to do. Although I’ve helped clients’ children through similar situations many times, something occurred to me as I saw her left lost and alone with a scattered paper trail and no instructions to help her through: Having all essential information in one place makes a challenging time easier and leaves a legacy of respect and security. This book was created to help your family members navigate loss while also making sure you have everything you need in times of emergency or natural disaster. Receiving this book gives you a good reason to begin gathering your information now, rather than wait for a crisis to act.
Before helping Dana, I had taken our firm’s emergency planning benefit for granted because we have records of family finances at our fingertips. Our clients get an elevated level of care because we work with the professionals in their lives and have made the investment in tools, employees, and education necessary to create an objective and tailored plan to manage risks, simplify financial lives, maintain wealth, and provide for heirs. Most people don’t have that level of care, and while this is not a replacement for services we provide, it is our attempt to help our clients and those who don’t have the support we offer. This book was created to help you take care of your family through emergencies by having all essential information in one place (extra pages, which can be duplicated, are at the back of the document to provide enough space for all of your information).
For the book as a fillable PDF visit the following link: www.EK-FF.com/Organizer.pdf
For the free eBook click one of the following links:
Feel free to contact Josh Mungavin with any questions by phone 305.448.8882 ext. 219 or email: [email protected]
For more information on financial planning visit our website at www.EK-FF.com.
Categories
Recent Insights
-
Merging More Than Just Companies: Your Guide to Seamless Retirement Plan Integration
When companies merge, much attention is often given to combining operations, technology, and corporate cultures. However, one of the most complex—and crucial—tasks that often gets overlooked is how to integrate retirement plans. Getting this step right can ensure that employees stay confident in their benefits and the process runs smoothly. Below, we dive into the…
-
New Year, New Wealth: Fitness-Inspired Lessons for Financial Success
It’s resolution season – a time to reassess, refocus, and set meaningful goals. As a wealth management advisor, I’ve learned that the principles of financial success mirror those of physical fitness. Whether you’re a seasoned investor or just starting your wealth-building journey, these three critical lessons will help transform your financial health. Lesson 1: The…
-
What is an ERISA Bond for a 401(k) Plan, and Why Does It Matter?
When managing a business, staying compliant with legal requirements can feel overwhelming. One critical but often overlooked necessity when setting up a 401(k) plan is securing an ERISA bond. This essential safeguard protects employees’ retirement savings and ensures compliance with federal regulations. Understanding the Basics: What is an ERISA Bond? An ERISA bond is a…
-
Bridging the Confidence Gap: Women and Financial Independence
Reflecting on my collegiate years, I already had a passion for community outreach, specifically supporting those who were not confident or empowered in their personal relationship with money. I was a part of a peer-to-peer organization, Red to Black, at Texas Tech University, where I volunteered to coach my fellow classmates with the goal of…
-
Digital Threats, Organized Solutions: Your Playbook for Financial Protection
Why Your Personal Information is at Risk Not a month goes by without seeing a headline that such and such company was hacked and consumer data was exposed to the dark web. In fact, the credit bureau Experian sent me an email with this exact message not even one week ago. If you don’t believe…
