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Prepared & Informed Families
Guides to Organizing Family Documents
Information on getting important family papers organized so that they are easily accessible when needed
Provides short online "courses" in organizing your important papers and information:
* Banking, insurance and medical
* Legal, investments, retirement
* Leaving town and what's in your wallet
Courses provide video training and downloadable guides.
1:1 online consultations are available as needed.
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Financial Planning Association of Minnesota
Find a Financial Planner
Search for certified financial planners by name or location
The Financial Planning Association of Minnesota provides an online search tool to find a financial planner.
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