Organization Kit


The Personal

Avoid making a common (and harmful) mistake when naming your spouse and children as beneficiaries on your accounts

Where should we send your kit?

As an additional gift, you'll also receive a subscription to our weekly economic newsletter with helpful & 

up-to-date financial planning and lifestyle tips.

This information will take you less than 5 minutes to read and will instantly improve your Parental life! This resource is designed to help you...

Calculate the exact amount of life insurance you need

And much more!

Locate important personal papers in seconds

Identify how to prepare for your kids' financial future and school expenses 

Get your “financial house” in order

Potentially save thousands of dollars on your home insurance

Identify the five steps you can take today to stop identity theft

"As a new parent myself, I know how hectic life can get, especially when it comes to getting your finances in order. This FREE Personal Organization Kit is designed to not only help you get organized, but also help you save money, avoid common mistakes that can cause financial harm to your family, and help ensure a successful financial future for both you and your children. This is a must have resource for any family raising a child in today's world"

-Clint Losch, Financial Coach, The Wealth Advocate Investment Group

Get INSTANT Access To The Personal Organization Kit