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Financial Planning Portfolio Kit

SKU: FINANCIALPLANNINGKIT1
Your Price $54.99
Qty
 
Build a clearer and more organized financial future with the Financial Planning Portfolio Executive Edition. This complete kit combines a personalized three-ring binder, matching protective slipcase, five index tabs and 25 printed financial planning worksheets.

The portfolio is divided into five sections:

Foundation: Financial Vision, Financial Goals, Net Worth Statement, Financial Snapshot and Annual Financial Review.

Budget: Monthly Budget, Income Tracker, Expense Tracker, Cash Flow Summary and Bill Payment Tracker.

Goals: Savings Goals, Emergency Fund Tracker, Major Purchase Planner, Sinking Funds Planner and Goal Milestones.

Investments: Investment Summary, Portfolio Allocation, Retirement Planner, Investment Tracker and Annual Investment Review.

Records: Financial Accounts Directory, Insurance and Beneficiaries, Tax Information, Important Documents Checklist and Financial Contacts.

Personalize the binder spine with custom text for a professional finishing touch. The matching slipcase helps protect the portfolio during storage, while the organized sections make important information easy to locate.

A coordinating document folder is available as an optional upgrade for storing statements, receipts and loose paperwork. Please select the folder option if you would like it included.

The worksheets are intended for personal organization and planning and do not replace professional financial, tax or legal advice.
    Product Options and Custom Information
    Binder Color:
    Custom Text Spine of Binder (Max of 2 Lines):
     
    Folder upgrade?