Welcome to the Club

Getting New Moms Adjusted to Mommyhood One Step at a Time

Group Home

Personal Financial Inventory

Posted by on Feb. 12, 2013 at 1:38 AM
  • 11 Replies
1 mom liked this

In addition to my binder, which I'm loving btw, I also have a Personal Financial Inventory that's stuck in the first part of my binder. 

It has listed everything from mortgage, each utility, phone, insurance, etc etc etc. For example:

Morgage Co. MLC Bank      Phone# 800-123-4567

Monthly Amt $585.00       Auto Debit Y   N

Which account *whatever*  Account# 987654

Mailing Address: 123 Heman Lane

City, ST, zip: Elmer NY 12345

 

by on Feb. 12, 2013 at 1:38 AM
Add your quick reply below:
You must be a member to reply to this post.
Replies (1-10):
SweetLuci
by Bronze Member on Feb. 12, 2013 at 8:24 AM

 Good idea.

Juniper53098
by on Feb. 12, 2013 at 8:42 AM

good idea!

MistressMinerva
by on Feb. 12, 2013 at 12:42 PM

Good idea.

flowerfunleah
by Member on Feb. 12, 2013 at 1:30 PM

Great idea!

pattya925
by on Feb. 12, 2013 at 5:58 PM
1 mom liked this

I have that as well and I keep it with my will and healthcare advanced directive... My sister is my executor and it will be easy access for her if I should die.

amy7243
by Amy on Feb. 12, 2013 at 7:42 PM

 Love this idea!!!

allyn9
by Carey on Feb. 13, 2013 at 12:59 PM

Very organized

SweetLuci
by Bronze Member on Feb. 15, 2013 at 7:50 AM

 great idea.

michiganmom116
by Gold Member on Feb. 15, 2013 at 8:27 AM

I need to do this for my DH.

mrswillie
by Member on Feb. 15, 2013 at 8:56 AM

I have a similar list. I handle our bills, butif something were to happen, dh could immediatley take them over with no problems, using this.

Add your quick reply below:
You must be a member to reply to this post.
Join the Meeting Place for Moms!
Talk to other moms, share advice, and have fun!

(minimum 6 characters)

Advertisement