Financial Planning Made Easy - Workbook - Paperback

by Elaine F. Forbes (Author)

Are you tired of looking for your important financial documents? Have you ever lost a loved one and had no idea where to find important documents? If you answer yes to any of these questions then you need a copy of the Financial Planning Made Easy Workbook. I created this workbook to help centralize all your important financial information for you and your family and/or loved one. It will assist you with the Financial Planning process. It has question for you to answer that will help you to take action towards financial planning. The worksheets will help to document your answers and information. This workbook serves as a critical resource in the case of an emergency, major life event, illness or death.

Author Biography

Elaine Forbes has over 35 years working in the Accounting and Financial Industry. Earn a Bachelor of Arts in Public Accounting, has work in various position in both and international the field to include Senior Auditor and Chief Accountant in the healthy Industry. In 2010 decide to move to the financial industry where I obtained Licensure in both Insurance and Securities in New York State (resident state) and the ability to license in other states. It was while working with various families I realize the challenges of find important information about finances and health care. Which has lead me to create the Financial Planning Made Easy Workbook.