Get the best of both worlds!

Go digital with our new Digital Editable Download AND still get the Physical Financial Binder

This digital version is the same comprehensive, detailed worksheets Organize 365® has always provided - now just with more typing space! The text boxes have been expanded on each page, and some pages have been spread out to make multiple pages. This provides more area to type without it 'hiding' the text - making these easily editable on a computer then printing for your Binders. 

This purchase is for the digital fillable PDF form,  the print-only PDF,  PLUS the physical Paper Solution Financial Binder. The 2 PDF files will be sent via email to download. 

The Paper Solution Financial Binder is a physical 3-ring binder that will be shipped to you containing beautifully designed, full-color forms and worksheets to help you record and track your financial information quickly and efficiently.

With your purchase, you will receive:

• One physical 2" D ring ONE touch deluxe binder
• 1 set of green slash pockets
• Financial Binder worksheets (see below for details)

The worksheets are now 60+ pages total, with the following full-color pages:

• Financial prep sheet, family (adult & child) information sheets, personal documents and contacts, financial advisor contact information, insurance policy information, safe deposit box inventory, financial account inventory, debts and loans tracking record, credit card inventory, bill payment records, gift cards & reward tracking, travel rewards, retirement benefits, household inventory, and information on how to create a comprehensive household inventory.

The binders hold 8.5 x 11 sheets of paper with the capability to add printouts from your CPA, articles you want to reference, or anything else you want to keep with your financial information. 

There are NOT sheet protectors included with this binder. They are shown and referenced in this sample binder only. Business card holders and sheet protectors are sold separately.

We received a lot of feedback from our amazing customers on this, we hope you are happy with the upgrades! As always, thank you for being a part of our community!