Wednesday, September 14, 2005

Financial Preparation kit

Since the aftermat of Katrina, people are thinking about how the finanical emergency kit they should have. http://www.patelco.org/tools/prep_kit.aspx has organized a comprehensive financial preparation kit.


Life is not short on examples of situations that take people by surprise. Whether they're natural disasters or unexpected health emergencies, you can be prepared when such occurrences happen so that you can
respond immediately.

That's why we created the Financial Preparation Kit. With this kit, you can collect important information such as names, phone numbers, and addresses of important contacts and put it in one convenient location so that you can get to it when you need it. There are separate sections to enter financial, insurance, and investment information.

There's also a checklist of important documents to make it easy for you to find documents such as birth certificates, passports, and automobile titles. When the worksheet is complete, file it in a safe place, along with the supporting documents, and let your loved ones know where it is.
Download the Financial Preparation Kit*:
Comprehensive version
Minimal version
Extra Sheets

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