Financial Checklist - Shobe Financial Group

Financial Checklist



If you were incapacitated today, would your loved ones be able to quickly locate your important information or know how to handle your affairs? Many of us have a great handle on our finances, but our record-keeping systems might not be obvious to family members or friends who might need immediate access to them in times of emergency. Creating a centralized document or set of files to organize your vital information can really help in times of crisis as it can be conveniently and safely accessed when needed.

We recommend you retrieve these important documents and information long before the need is present. After compiling documents, create and maintain a home filing system. Store it in a safe and accessible location that your household is familiar with. The checklist below was compiled by The Shobe Financial Group for your assistance in this process.

Posted December 12, 2019 in News Articles Planning