Organized for an EmergencySubmitted by Guidant Planning on April 9th, 2017
Do you know what vital information to have on hand in the event of a natural disaster or family emergency? When an unexpected situation arises, there's no time to sort through paperwork, no matter how essential it may be. Having everything you need in an organized emergency binder can streamline the process and give you peace of mind.
Guidant Planning's Personal Financial Portfolio
While there's no shortage of important family documents and household records, our Personal Financial Portfolio is essential and includes the following:
- Vital records like birth certificates, driver's licenses, Social Security cards, naturalization documents and passports
- Insurance policies, including homeowners, renters, auto, life and health
- Property records such as real estate deeds, rental agreements, and vehicle titles and registration
- Financial documents like wills, trusts, powers-of-attorney and various assets
- Various Organizers for your keys, prescriptions, passwords and beneficiaries
- Household Inventories
- Contact Information
There's no way to predict when misfortune will strike, but that doesn't mean you shouldn't be prepared. We will work with you to create a Personal Financial Portfolio that can help protect your family when time is of the essence.
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