HomeFile® —financial planning organizer kit

Our Favorite Reference/Vital Document Filing System

Where do you keep your important documents, like birth certificates, home mortgage, will and appliance warranties?  Could you find these important documents in an emergency?

 

The HomeFile System includes:

· 22 laminated file category cards

· Quick-File Index of all categories

· 48-page instruction booklet

· Booklet includes vital records forms

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Text Box: This ready-made home reference filing system, developed by financial planners, is ready to drop into your file cabinet and use.  No need to make your own labels—the system includes 22 laminated preprinted drop-in cards with tabs named for all home management categories.
Learn which papers to file (and where), and for how long. This system will create a simple home filing system so you can find your papers after you’ve filed them.  

The 22 laminated Category Cards that contain the main file category titles (i.e., Auto records, Insurance, etc.), instructions for which papers to file behind the category and for how long. Kit also comes with a Quick-File Index that is a quick reference for every category and a 48-page handbook on how to set up the system and forms to record vital information about bank accounts, health care providers, etc.

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$26.99

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