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HOMEFILE: Financial Planning Organizer Kit Paperback – March, 2004

4.6 out of 5 stars 17 customer reviews

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Paperback, March, 2004
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Editorial Reviews

About the Author

J. Michael Martin, J.D., CFP, President of Financial Advantage, Inc. and former Director of Research at T. Rowe Price, has been named one of the best financial advisors in America by Worth Magazine, Mutual Fund Magazine and Medical Economics.

Mary E. Martin, CFP, Co-Founder of Financial Advantage, Inc., taught in business schools before becoming president of Homefile Publishing, Inc. Mary has co-authored a series of organizer kits and books. She is a Certified Financial Planner designee and a frequent speaker on personal finance and organization topics.

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Product Details

  • Paperback: 48 pages
  • Publisher: Homefile Publishing Inc. (March 2004)
  • Language: English
  • ISBN-10: 1882584554
  • ISBN-13: 978-1882584550
  • Product Dimensions: 11.9 x 9.9 x 0.4 inches
  • Shipping Weight: 1.2 pounds
  • Average Customer Review: 4.6 out of 5 stars  See all reviews (17 customer reviews)
  • Amazon Best Sellers Rank: #898,871 in Books (See Top 100 in Books)

Customer Reviews

Top Customer Reviews

I hate filing, and that's not going to change any time soon. I'd spent a couple hours developing my own filing system based suggestions in Julie Morgernstern's organizing book, but since then, my life expanded faster than my filing system could keep up. I saw this item in Michelle Singletary's column in the Washington Post, and I figured it was worth a shot. I've been using it for six months, and it's worked well for me. - I can put my hands on any piece of paper I need in under a minute. It should work well in the future also, as I can add files for my boat, RV, car, and investments when (and if!) I purchase them. For what you get, it seems expensive. But in terms of saving time (both the time to set up your own filing system and the time you would spend hunting for documents), it's well worth the price.
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I'm a professional organizer and have helped many people with paper organization through the years. I've used the HomeFile system with many clients and they really like it. It's easy to use since the index, dividers and booklet give clear guidance. It's especially helpful in households where more than one person uses the system since you don't have to guess where papers are filed. When I present my clients with options on filing systems, they almost always choose HomeFile and are glad they did!
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This is my second copy of the Homefile files. the first tabs finally wore out after 12 years! I love the ease of finding all my paperwork. You don't get organized overnight, but if you take a few files an evening or devote a few hours over several weekends to this project and file your important paperwork where you're supposed to, you and your family will be able to find all your important paperwork. Need your birth certificate? no problem! Need your homeowner's insurance policy? It's right where it's supposed to be. This is a wonderful system.
One word of caution. Keep all this in a locking file drawer. If you have a family member who isn't in their right mind (drugs, alcohol, dementia, psychiatric problem, gambling problem, sociopath) keep your file drawers locked so it's not too easy for someone to get life insurance information or all your credit card numbers. It's so easy to find everything with this system that people with impaired thinking can easily do mischief quickly with all the information at their fingertips.
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This is the second time I have purchased this system. This one is for my inlaws. I've been using the system for many years. It's a comprehensive set of file folder separators intended to be used with your own file folders that contain your documents (note -- you must purchase the file folders and hanging folders containers separately). The organizing system is extremely well thought out and the most helpful part is the "Quick Find Index" that tells you where every item can be found. This is helpful not only for the one doing the organizing, but for family members who may not know where to find a particular file. This is the best $25.00 I've ever spent on organizing products. Match this with a label maker and you'll find you aren't spending much time looking for misplaced file folders.
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This is a great way to keep organized. The system has an index that makes it easy to find things once filed.
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Verified Purchase
I love this file system because it is soooo easy!! All the tabs are pre-prepared w/ very easy to use instructions. Very easy to personalize & adapt for individual needs. I gave a set to both my Mother And my sister because I knew their file systems ( or lack of file systems) needed a little help - as had mine!

A few little features are a bit outdated: I don't really need a file for each of my accounts because I do all my business online - I made the files anyway ... nice to have something material to look through.

A GREAT buy and at a Great Value... I highly recommend this product!
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I thought I had a handle on what sorts of things I needed to keep and for how long. This has a better organization system than the one I set up, is easier to understand, and takes a short amount of time to transfer and maintain. I think I'll buy it for everyone on my Christmas list.
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By L.L. on December 12, 2007
This is a great kit to get started on a home filing system. I did find that a few things seemed a little out of date, but other than that it had all the sections that you needed to keep great records. I love that it tells you what to keep, what not to keep, and how long to keep it. Very helpful.
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