1

INSTRUCTIONS FOR

MAKING A “SAMPLE” BINDER

Sample

2

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

3

Personal Financial Inventory Binder Prepared for

Mr. & Mrs. Client

YOUR COMPANY INFORMATION

Sample

4

Sample

5

Sample

6

Sample

7

Sample

8

Sample

9

Sample

10

Sample

11

Sample

12

Sample

13

Sample

14

Sample

15

Sample