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)
Each binder includes a workbook 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.
Note: You will also receive via email a .pdf file of the binder contents so that you can print additional copies. If you need to update the information, or just need an additional page to track credit cards or retirement benefits, simply print another one and pop it into your binder. Please note, editable .pdf files are not available when purchasing binders individually. 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.
FOR MORE INFORMATION ON THE (ENTIRE) PAPER SOLUTION® SYSTEM CLICK HERE.