Page 13 - Leap

Household Resources
(Check box)
o Gas
o Electric o Oil
o Water o Phone o Cable o Internet
o Social Media Assets o Online Banking
o Online Bill Pay
o Online Photo Storage
o Financial Professional o Accountant/CPA
o Lawyer
o P&C Agent
Additional documents:
Digital Assets – URL, Username and Password (Check box)
Additional documents:
Professional Contacts – Email and Phone Number (Check box)
Additional documents:
Creating your path to financial security takes time. Getting organized will get you started more confidently and help you more clearly define your goals.
This material is for educational purposes only and should not be viewed as financial, tax, or legal advice applicable to each individual; please consult a qualified professional regarding your individual circumstances.
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