Getting Organized

It's the time of year to think about getting organized.
​We've been working with clients to create a record of their digital accounts.  
​Consider writing down on paper (yes, paper!) all of the financial websites you use:
​                                          Website                     Sign on ID
​                                        USBank.com             Mary@Billadies
                                         APS.com                   Sign on ID2

Then take another paper and list household info:
                                        Heating/AC repair    480 555-1212
​                                        My plumber               602 123-4567

And another for  important people: and their phone numbers
​                                       Family                          480 123-4567
​                                       Friends                         602 567 8910
                                       MD                                623 456 7891
​                                       Work contact              602 123-7892
​
                                                  SAFE STORAGE
​Consider hiding in plain sight in a file drawer so family can find in an emergency but not eye-catching in case of a break- in.  Make sure your spouse/partner knows where it is.
​Questions? Please use the contact form on this website.