Estate Planning Resources

Your Personal Financial Plan & Inventory

Our Personal Inventory and Financial Plan is your roadmap to financial security and success, helping you collect, evaluate, and organize the major matters in your life such as financial information, insurance information, and legal information. This binder may be purchased from Howes Law Firm, P.C. for $100.

The success of this plan relies on a collaborative effort with all your professional advisers in order to set you on the path to reaching your specific goals, values, and objectives. While these specific professionals will offer knowledge and assistance in their respective areas, the ultimate responsibility for fulfilling this project belongs to you.

A Customized Plan That Fits Your Changing Needs

Every individual and family situation is unique. Our binder format will allow your plan to be customized to your needs and adapt to changes. Sections may be added, removed, or organized depending on your unique circumstances. Space is provided for storing and organizing your important documents. You are encouraged to write notes in the margin, draw diagrams, or collect news articles that you want to discuss with the appropriate adviser. We encourage you to do whatever it takes to make your Personal Inventory and Financial Plan meaningful, useful, and successful.

Download our brochure to learn more about our Personal Inventory and Financial Plan. If you’d like a hard copy of this brochure, please feel free to stop by our office and ask the front office coordinator for a copy.

To get started, contact us for a free initial consultation and take the first step toward organizing your life and preparing for a more successful future! Call (319) 264-2922 now.