Document Management

You’ve worked hard to provide for your loved ones after you’re gone. But what happens if your beneficiaries don’t know what assets you had? Or how to access them once you’re gone? Does your next of kin know where the title to the house is? Or the passwords to the bank accounts? Where is your social security card? Your will? Your life insurance policy?

These are all questions that many people find difficult to answer once their loved one passes. Not only is the aftermath of a loss a difficult time, but scatted, undocumented, or haphazardly organized financial assets can make it a frustrating one as well. Often, money goes unclaimed for decades or until the state claims it instead. We prevent scenarios such as these by providing you a checklist of essential documents and storing electronic copies securely and in a single location for your loved ones.

We also help you plan for the present by electronically storing and organizing your receipts and business records in case of an audit. If an inspection should occur, our organization can not only help you pass with flying colors, but also keep the process swift and uncomplicated.

If you’re already so unorganized you wouldn’t know where to start, don’t worry. We help with that too, including walking you through the process of what to get and how to find it.

Give yourself and your family the gift of peace of mind through financial organization. Contact us for a free confidential consultation today by filling out the form below or by calling (602) 468-1133.

“I have worked with Carrie for many years. She is fantastic at what she does and that includes many hats. My employees love her because she is always polite, friendly and very, very accurate. I highly recommend her stellar character, attention to detail and her willingness to step in and solve problems. I am so lucky to be able to work with her.”

~Kim D. H. Butler – TX
CEO, Partners for Prosperity, Financial Author & Podcaster, Co-founder of Prosperity Economics Movement & The Summit