Strategic Financial Organizer

Many parents don’t have the proper financial documentation and organization to ensure that their children know what to do or are taken care of in case of their passing – or short-term or long-term disability.

The Strategic Financial Organizer service is designed to save you time by removing the burden of making sure you (or your parents) have the proper financial documents – organized and easy-to-find for family members.

How Does the Strategic Financial Organizer Service Work?

First In-Home Meeting

You’ll get an in-home meeting with one of our financial advisors acting in a fiduciary capacity. That means we’re legally mandated to look out for your best interests, not our own.

During our visit, we’ll help you gather all the information and documents you need.

Additionally, we’ll complete the following reviews:

• Title and Beneficiary Review
• Asset and Budget Review
• Power of Attorney Review
• Estate Plan Review

The Strategic Organizer Binder

We’ll then bring all that information back to our office at Strategic Income Group, make appropriate copies, organize your information, and include it in your very own Strategic Organizer Binder – a high-quality leather-bound binder that includes the following sections:

• Personal Info
• Key Contacts
• Medication
• Income
• Expenses
• Assets
• Liabilities
• Insurance

You’ll also get the opportunity to order additional copies of your Strategic Organizer Binder for family members.

Second In-Home Meeting

Next, we’ll deliver your Strategic Organizer Binder.

Don’t worry, we’ll explain everything in your Strategic Organizer Binder and make sure everything makes sense. It’s a great way to gain a better understanding of your financial situation and learn ways to improve your financial health!

What Does the Strategic Financial Organizer Service Cost?

The Strategic Financial Organizer service costs $797.00.

Need an additional Strategic Organizer Binder for a family member? Add one for just $79.00. This is great for siblings and other people that are out of state, or keeping one at your parent’s house and your house.

If you can’t afford the Strategic Financial Organizer Service and would prefer to just download the forms and fill them out yourself – without the added benefit of talking with our financial professionals – you can download the forms free of charge by signing up for the Strategic Income Group Newsletter. This newsletter is free of charge as well and will provide you with sound financial principles and tactics you can use to enjoy a brighter future. We believe this newsletter will become a valuable resource for you as you navigate the complexities of your financial plan. Click here to learn more.

Why Should I Participate?

The Strategic Financial Organizer service provides an easy opportunity for parents to care for their loved ones. Many times, children of deceased parents are left to locate financial resources and deal with difficult decisions. Should parents become disabled, the Strategic Financial Organizer also helps ease the aggravation family members feel when trying to manage their finances for them.

This fantastic service helps prepare information ahead of time and eases the added burden of dealing with parents’ assets and an estate.

It’s also a great idea for spouses and children who need a go-to place where all their family member’s information is stored. Our Strategic Organizer Binder simplifies the process and ensures all necessary documents are kept nice and tidy.