The Personal Financial Management System
Helping You Achieve Financial Stability, Security, and Freedom
The financialPARTNER Personal Financial Management System is a unique collection of financial management tools — information, tips, tutorials, interactive software, and print materials. It is an adaptive resource that enables users to make more informed, targeted, and intelligent decisions about personal finances, regardless of prior knowledge, income level, or accumulated wealth.
The system consists of the following components:
The
financialPARTNER Guidebook
The comprehensive,
clearly written Guidebook reviews, chapter by chapter, the primary areas
of getting organized and financial planning. The Guidebook provides the
background and knowledge essential for effective decision making.
The
financialPARTNER Forms Set
Are a comprehensive collection of data input forms that will enable
users to record, organize, and track information easily.
The
financialPARTNER Document Organizer
The
financialPARTNER Document Organizer helps users systematically
store their primary
financial paperwork. This is a durable, expanding
folder that solves the practical problem of how to organize essential
financial planning paperwork.
The financialPARTNER Personal Financial Management System can be customized and co-branded for various companies, user groups, employee groups, non-profits, unions, and colleges and universities.
My Estate Planning Organizer
Helping To Develop & Maintain a Sound Estate Plan for You & Your Family
My Estate Planning Organizer™ streamlines the estate planning process and guides you through it, supporting you in getting your estate plans in place faster and easier thus saving you time and money.
My Estate Planning Organizer
provides you with a simple six step process that helps identify and outline your personal and family goals, organize your financial information, educates you on various current estate planning techniques and strategies, then assists you in making informed decisions - weighing your choices and illuminating
the relationship between your choices and your ability to reach identified financial goals, and assists you in working with your estate planning professionals to get the job done.
You can use My Estate Planning Organizer directly with your advisors to streamline the estate planning process to get it done quicker with reduced professional fees. The Organizer saves you frustration, time and money, and gets the job done faster.
Once your estate plan has been created or updated this amazing tool help keep your estate plan organized and up-to-date over your lifetime.
My Estate Planning Organizer is not just information. It's a total SYSTEM & approach to managing your estate planning over your entire lifetime
My Estate Planning Organizer Estate Planning Package Forms Set
A comprehensive collection of forms and worksheets designed to assist the user in getting their financial information organized and personal estate planning goals clearly defined so they can be effectively communicated with their estate planning advisors.
My Estate Planning OrganizerTM can be customized and co-branded for various companies, user groups, employee groups, non-profits, unions, and colleges and universities.
Noverus Consulting
Helping To Make Our World Better
Noverus Consulting provide consulting, publishing services, and content to employers, financial service companies, educational institutions, non-profits, and associations on publishing and financial literacy.
Copyright 2012. All Rights Reserved.