The Grab-N-Go Financial Organizer™ is a durable, thoughtfully designed product that will be appreciated for years to come. The three main product components are the locking roll around case, the financial planning booklet and the pre-titled file system.

With the telescoping handle in the collapsed position, the Grab-N-Go Financial Organizer™ measures18"Wx15"Hx9.5"D, making it easy to pack in the car and well within the carry-on guidelines for most airlines.

The planning booklet has 10 pages of information and forms to help you keep up with household accounts, guidelines for how long to keep financial information, lists of where to find important documents such as insurance policies and investment documents, and more.

The pre-titled file folders follow along with the planning booklet to make it easier for you to organize your financial affairs and simplify your life.

extending handle
flap cover with combination locks
financial organizer booklet
pre-titled file folders
meets airline carry-on standards
plenty of space
 
© Copyright 2007 by Michael Altman, CPA
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