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Personal Financial Organizer
Jump-Start Your Financial Planning Process
The Personal Financial Organizer
The Personal Financial Organizer contains 26 essential worksheets to help you organize your personal financial situation.
In one integrated Excel workbook, you have the structure and format needed to prepare a personal balance sheet, keep track of all your assets and liabilities, record critical data regarding your pensions and retirement accounts, insurance policies, personal goals, and keep inventory of your most important documents.
This organizer gives you a valuable and easy to update reference, upon which you can base important financial decisions and plans. The Personal Financial Organizer was developed by a financial planner with more than 15 years of guiding people to their personal financial goals. Each worksheet has been designed with real people's needs in mind. The Personal Financial Organizer is practical, straightforward, and easy to use.
- Use the Personal Financial Organizer to compelte the following tasks:
Display your financial health
- Display your creation of wealth (net worth)
- Existing information to your CPA, financial advisor and attorney for income tax and estate tax planning
- Prepare financial statements for personal & business loans
- Plan and measure personal financial goals
- Capture information for all types of insurance, including life, disability, property, auto, and health.
- Keep track of stocks and options, mutual funds, personal assets, retirement plans, and more
System Requirements:
In order to install and run the Personal Financial Organizer, your system must meet the minimum requirements listed in the table below:
Operating system compatibility Windows Win 7, Windows XP with SP2, Windows 2000
Microsoft Office compatibility Office 2007, Office 2003, Office XP, Office 2000
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