The Healthy Money Planner:
Use this section to start writing down information about your money. Accounts you have, pensions you own, investments, savings etc.
Imagine if someone in your family had to take over managing your money for you - what would they need to know?
Having a place that summarises everything is really helpful. Keep this book somewhere safe - ideally fire- and water-proof, because you never know what is around the corner.
If the worst happened and you weren't here anymore, what would you like your family to know so they can gain access to your money.
- insurances you have (which companies are they with?)
- savings (which banks are they with?)
- investments (who is the broker?)
- where your will is kept
- who your pensions are with
- anything else you need them to find?
It sounds morbid, but it's SO important to pre-prepare this. Look up "The Barefoot Investor's The Fearless Folder" for what else to include.
“If you talk about it, it’s a dream. If you envision it, it’s possible. If you schedule it, it’s real.” – Tony Robbins