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Organize
and Thrive
A checklist to help make sense of your financial life
One of the most challenging parts of organizing your financial life is just getting started. This begins with gathering your most important information – both your financial and personal documents.
Use this checklist to get started. Make copies of all these documents and store them in a safe place. Don’t forget to share these with your loved ones for easy access.
Personal Identification
(Check box)
o Birth Certificate
o Social Security Cards
o Copy of Driver’s License o Copy of Passports
o Military Identification o Education Certificates
o Marriage License
o Prenuptial Agreement
o Divorce Settlements and Certificates
Relationship Documents
(Check box)