Our curriculum helps you get a plan in place one task at a time. We've got around 80 tasks and if you stay consistent you'll be organized before you know it.
Doctors, financial/legal professionals, and service people play one part in your life when you need them, then there’s a whole host of other people that might be harder to categorize.
In a world that’s becoming overwhelmingly digital, some of the most important and official things we own are still printed on paper or require some sort of physical ID.
It doesn’t matter how much money you have, at least for planning purposes, but where you keep it.
Rather than list out all your accounts on paper or create a complicated spreadsheet, you can gather all your finances in one place using a financial aggregation service or app.
As digital as the world has become, some things still need to be on paper.
You spent your life, and perhaps lots of money, obtaining different objects of value, so what’s your plan when it’s time for them to change hands?