HomeFile® —Financial Planning Organizer Kit

Do you have a ‘piling system’ instead of a filing system?

According to the Wall Street Journal, we waste at least an hour per day searching for misplaced items!  Sound familiar?

A Simple Solution is Here!

The HomeFile System includes:

· 22 sturdy file category cards

· Quick-File Index

· 48-page Instruction booklet

· Booklet includes vital records forms

This ready-made home reference filing system, developed by financial planners, is ready to drop into your file cabinet and use.  No need to make your own labels—this system provides 22 preprinted drop in cards with tabs named for all home management categories.

Learn which papers to file (and where), which papers to keep, and for how long.  This system will create a simple home filing system so you can find your papers after you’ve filed them. 

 

The kit includes 22 Category Cards that contain the main filing category name (i.e., Auto records, Insurance, etc.), instructions for which papers to file behind the category, and for how long.  Kit also comes with a Quick-File Index that lists the file category each paper type is filed and a 48-page handbook on how to set up the system , and forms to record vital information about bank accounts, health care providers, etc.

 

Companion product:  AVERY Worksaver Tab Inserts

Price: $27.00

+ shipping

Item number: 88258