Your Financial Life

A Guide to Help Organize Your Financial Affairs

We have a great tool for keeping track of all your financial information digitally in one safe, secure place. It's called Your Financial Life and it's FREE of charge from Halbert Wealth Management.

The idea is to have all of your financial information (account numbers, contact info, etc.) in one place for easy access. When there are changes to any of your financial information, you can easily update your records to keep them current.

Many who use Your Financial Life tell us they have found it useful in filing their taxes. And I can't tell you the number of times I've been contacted by family members who have lost loved ones and have no idea about how the family finances are organized, or even where to go to find important documents. Even individuals with extensive wills and trusts sometimes neglect leaving behind simple lists of all their investments or where important papers are kept. Your Financial Life solves that.

You can download two digital versions of this resource, one in Microsoft Word format and a second that can be completed using the free version of Adobe Reader. Either version can be used to save your important information. The file can be password protected and then easily stored on a removable disk or flash drive and placed in a secure location that can be accessed by those who need it.

I encourage you to download Your Financial Life today and take the time to complete it. There is no cost or obligation and your personal information will not be shared. (See our Privacy Policy.)