2. Whats Next for Your Personal Financial Plan? Determine common items that may be overlooked when preparing
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2. What’s Next for Your Personal Financial Plan?
Determine common items that may be overlooked when preparing a home inventory.
Talk to a local insurance agent to determine the areas of protection that many people tend to overlook.
Purpose: To create a record of personal belongings for use when settling home insurance claims.
Financial Planning Activities: For each area of the home, list your possessions, including a description (model, serial number), cost, and date of acquisition. Also consider taking photographs and videos of your possessions. This sheet is also available in an Excel spreadsheet format in Connect Finance.
Suggested Websites: www.money.com, www.ambest.com
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Related Book For 
Focus On Personal Finance
ISBN: 9781259919657
6th Edition
Authors: Jack Kapoor, Les Dlabay, Robert Hughes, Melissa Hart
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