1. Financial Documents and Records Purpose: To develop a system for maintaining and storing personal documents and records.

Financial Planning Activities: Indicate the location of the following records, and create files for the eight major categories of financial documents. This sheet is also available in an Excel spreadsheet format in Connect Finance.

Suggested Websites: money.cnn.com, www.kiplinger.com, www.usa.gov

What’s Next for Your Personal Financial Plan?
Plan a physical or online program for storing your financial documents and records.
Decide if various documents may no longer be needed.

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Item Home Safe file deposit box 1. Money management records budget, financial statements 2. Personal/employment records current rsum, Social Security card educational transcripts birth, marriage, divorce certificates citizenship, military papers Other (specify location - computer file, online)