instructions for making a “sample” bindermikesteranka.com/ppg/wp-content/uploads/2015/11/... ·...
Post on 07-Jun-2020
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INSTRUCTIONS FOR
MAKING A “SAMPLE” BINDER
Sample
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THE TABS
How to get the tabs:
Make them yourself with this simple product that can be purchased from staples
http://www.staples.com/Avery-Index-Maker-Clear-Label-Tab-Dividers-5-Tab-White-5-Sets-Pack/product_257360?externalize=certona
OR
Order them pre-printed ( www.bindertek.com)
TAB OPTIONS This can be a personal choice, however here are options:
Cover Page (page 2)
Asset Summary ( page 3)
Notes ( page 4)
Income Plan ( page 5)
Social Security ( page 6)
Estate Planning ( page 7)
Mortgage ( page 8)
Insurance ( page 9)
Managed Accounts ( page 10)
Newsletter( page 11)
Tax Return ( page 12)
Company Name ABC*
Company Name 123*
Company Name XYZ*
(*INSURANCE COMPANY NAMES AND POLICIES)
Sample
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Personal Financial Inventory Binder Prepared for
Mr. & Mrs. Client
YOUR COMPANY INFORMATION
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