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The Key to Your Financial Closet

It’s our last week of cleaning our financial closets!  

In previous weeks we have cleaned up our spending and saving (Week 1), organized our financial wardrobe by personalizing our investments (Week 2) and made sure we can pass on those precious keepsake items through estate and insurance planning (Week 3).

So when you turn the key and open your financial closet, do you feel a sense of calm?  I hope so.

But, someone else needs to have a copy of that key as well… should something happen to you.  Just in case.   A trusted contact or loved one needs to be able to step in if you are unable, turn the key and open the closet, understand your financial situation, perhaps even manage your healthcare, and make needed decisions.

That key to your financial closet is:

  • a list of contacts (family, friends, medical, emergency, professional)
  • health and insurance information
  • a guide to locating important records and documents 
  • a list of passwords for online accounts


The good news is that we have created that key for you - it’s our Just in Case guide.  Please feel free to download it, fill it out, and importantly, share a copy with your trusted contact.  A spare key is of no use if no one knows where it is…

Download Just in Case Guide

Congratulations, you have cleaned your financial closet!  Don’t forget, every now and then, get back in there and tidy up.  But for now, enjoy that “financial zen.”

Thanks so much for letting me share my thoughts!

Shari

Do you have questions about our Just in Case Guide?  Would you like more information about our services?  Please connect with us.


The author does not intend to provide investment, legal or tax advice as these materials are for general educational purposes only.  Please consult your legal, tax or investment professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. It is not intended to be a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results. Please refer to RRCM’s Form ADV Part 2 for additional disclosures regarding RRCM and its practices.