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Financial Documents Binder

The Financial Documents Binder (FDB) was created especially for Financial Advisors, Investment Managers, Estate Planning Attorneys and other financial professionals interested in having a more holistic, productive and positive relationship with their clients. The FDB provides a neutral talking point for client meetings and ensures the client is working on improving their financial status in all areas, not just…

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Financial Documents Binder | financialdocs.wordpress.com Reviews

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The Financial Documents Binder (FDB) was created especially for Financial Advisors, Investment Managers, Estate Planning Attorneys and other financial professionals interested in having a more holistic, productive and positive relationship with their clients. The FDB provides a neutral talking point for client meetings and ensures the client is working on improving their financial status in all areas, not just…

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Financial Documents Binder | financialdocs.wordpress.com Reviews

https://financialdocs.wordpress.com

The Financial Documents Binder (FDB) was created especially for Financial Advisors, Investment Managers, Estate Planning Attorneys and other financial professionals interested in having a more holistic, productive and positive relationship with their clients. The FDB provides a neutral talking point for client meetings and ensures the client is working on improving their financial status in all areas, not just…

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financialdocs.wordpress.com

1

Blog | Financial Documents Binder

https://financialdocs.wordpress.com/blog

Why Should I Buy THIS Binder? February 16, 2010 · 6:07 pm. She went into hospice on Christmas Day. She was never, ever old. Grandma had what the doctors called “mini strokes” and from which she was recovering. And recovering well and fast. She moved from living alone (since 1968) to her daughters house in New Hampshire after coming out of 100 days in rehab. The paperwork was crazy. A teacher not being able to communicate? She told me she loved me. Grandma had a major stroke. What’s left behind. I can You...

2

The Guts | Financial Documents Binder

https://financialdocs.wordpress.com/the-guts

Why Should I Buy THIS Binder? Peace of mind for families and individuals. Support for financial professionals. A comprehensive holistic tool for everyone. Designed by a Professional Organizer and top level Independent Financial Advisors for their clients, anyone can use the Financial Documents Binder to get a handle on the abundant paperwork associated with growing investments and financial information. Thirty three (33) second tier tabs make statements and financial information easier to find within the...

3

Why Should I Buy THIS Binder? | Financial Documents Binder

https://financialdocs.wordpress.com/why-should-i-buy-this-binder

Why Should I Buy THIS Binder? Why Should I Buy THIS Binder? Peace of mind for families and individuals. Support for financial professionals. A comprehensive holistic tool for everyone. Many large companies have their own version of a collecting device for personal information. And, because they have the power of the large corporation, what they sell to their employees and franchisees is much, much cheaper than this binder. Our binder is high quality. Our binder is completely different. We care about you&...

4

Order Now | Financial Documents Binder

https://financialdocs.wordpress.com/order-now

Why Should I Buy THIS Binder? Peace of mind for families and individuals. Support for financial professionals. A comprehensive holistic tool for everyone. Give yourself or a family member the gift of peace of mind and security. As parents and spouses age, gathering the pertinent information while still healthy is vital. The Financial Documents Binder is easy to use, easy to fill in, and easy to get to in times of distress. Jeff and Jason with Valley Wealth. How to use the Binder. For the End User. Inflat...

5

Product Photos | Financial Documents Binder

https://financialdocs.wordpress.com/product-photos

Why Should I Buy THIS Binder? Sign up for our newsletter to receive organizational hints, tips and product updates! Jeff and Jason with Valley Wealth. How to use the Binder. For the End User. For the Professional as a client gift. Money Wise Women Interview:How to Organize Financial Documents. Follow Me at Twitter! Robert Powell's Retirement Portfolio: Time for a Pension Protection Act of 2016/17: Coverage and auto-enrollm. on.mktw.net/2byLZXu. Room to breathe professional organizers.

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Financial Documents Binder

Why Should I Buy THIS Binder? What is a Financial Documents Binder? The Financial Documents Binder. FDB) was created especially for Financial Advisors, Investment Managers, Estate Planning Attorneys and other financial professionals interested in having a more holistic, productive and positive relationship with their clients. The FDB provides a neutral talking point for client meetings and ensures the client is working on improving their financial status in all. Areas, not just investments.

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