The Personal Financial Organizer is not available for public purchase. This folder is only available to clients of EXS Capital and serves as a touchstone between EXS Capital and its clients. However, I did want to show this tool on this website to illustrate how getting your financial affairs organized starts with documentation. That’s the hard part. Once you have gotten absolutely organized it gets much easier.
This organizer has 18 dividers, 12 checklists, CD and DVD for recording your letter of wishes, store all your important documents from wills, insurance policies, share valuations, mortgage documents…everything. It is good practice to let other family members know where this organizer is when you are offshore in case of emergency.We provide an instruction sheet that you can use to fax or email family and friends as to the whereabouts of this organizer. The details of our firm will be on the sheet as well to assist.
This product was born out of the chaos we found families in and helps them to consolidate their online and offline reporting.
Should you wish to become a client of EXS Capital, please contact Todd for further information.
