Financial Fire Drill Workbook

We perform fire drills, tornado drills and lock downs to feel confident and prepared for those rare ‘just in case’ scenarios.

So, why should we wait until the unexpected happens to prepare for other areas of our life, like who will be responsible for your bills and expenses if you are unable to?

This Financial Fire Drill workbook is a resource to help prepare you and your loved ones in case illness, death or other circumstances require a trusted individual to step into the Head of Household role for finances.

In this interactive workbook, you’ll find:

• An explanation of the 6 steps of a Financial Fire Drill
• Workspace for you to compile important financial and personal records in one place including:
  • Financial account information
  • Passwords and deposit box locator
  • Insurance policies
  • Bill payment information
  • And more!

Help bring peace of mind for you and your loved ones by preparing for the unexpected.

Download your complimentary workbook now!