For many of us, the coronavirus pandemic has introduced a new level of awareness of the importance of having our financial and household affairs organized in the event that someone else has to fill our shoes.

I am now offering a DIY Go-To-Guide for those of you who want to be able to organize their important information on their own. What a useful project to undertake during the winter months!

You may purchase a DIY Go-To Guide kit for $350, which includes one hour of support via phone or video chat.

Included in the DIY Go-To Guide kit:

Sturdy view binder, pre-filled with all necessary section and category dividers, master table of contents, table of contents for each section, and forms for all categories.
Go-To Guide Workbook, describing necessary documents to collect and providing instructions and examples for filling out the forms
Bonus resources: “How Long Should I Keep My Records?” and “Passwords and Account Security”

Contact me here for more information or to get started!

Claro Northwest

Claro Northwest

The Do-It Yourself GTG

Claro Northwest

The Do-It Yourself Go-To Guide

For many of us, the coronavirus pandemic has introduced a new level of awareness of the importance of having our financial and household affairs organized in the event that someone else has to fill our shoes.

Included in the DIY Go-To Guide kit:

Sturdy view binder, pre-filled with all necessary section and category dividers, master table of contents, table of contents for each section, and forms for all categories.

Go-To Guide Workbook, describing necessary documents to collect and providing instructions and examples for filling out the forms

Bonus resources: “How Long Should I Keep My Records?” and “Passwords and Account Security”