Life Planning, Inc.

Document Organization


Documents
  Gathering Documents
  Filing Them
  Storing Safely
  Accessibility to You and Others

Financials


Marriage
  Building a First Budget
  Retirement Plan
  Insurance Needs
  Living Debt-free

Family
  Building a Budget - with Cost of
  Children
  Saving for College
  Net Worth
  Insurance Needs

Retirement


  Statement of Net Worth
  Budget Evaluating Income
  Evaluate Insurance Policies
  Long Term Care Insurance

   ORDER YOUR JOURNAL AND/OR
   YOUR RECORD LOCATOR
 - click here

 

Welcome to Life Planning, Inc.!

Life Planning, Inc. is prepared to help you with the organization of your life insurance policies, your assets, liabilities, income, expenses, all your financial records, executor support services, understanding funeral choices, writing of obituaries, family concerns, and much more.

Our Comprehensive Journal:

Containing Important Documents easily accessed by Family Members in case of emergency.

Begin the habit of Cataloguing Important Documents from early adulthood and continue through retirement.

click here for more details and printable pdf of our brochure

Valuable Links/Info

Wall Street Journal - "The 25 Documents You Need Before You Die"

Executor Support Services for Your Heirs - click here

::  Listen to our Radio Interview (Feb 2012) [mp3] - click here
::  Listen to our Radio Ad (Feb 2012) [mp3] - click here
::  click here for free Windows Media Player download - for mp3 files