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The Everything Binder - Financial, Estate and Personal Affairs Organizer Ring-bound – November 1, 2013
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About the Author
As a financial planner and principal of California Financial Advisors in San Ramon, California, Michelle Perry Higgins specializes in wealth management. Over the past 17 years she has built a successful practice advising executive professionals into retirement, and her passion for finance has helped hundreds of individuals better understand the process of investing and fiscal planning.
Ms. Higgins was featured as a 2012 and 2013 Five Star Wealth Manager Award, Diablo Magazine, and was also ranked in the Top 50 Women-Owned RIAs in 2013, Top 25 Women RIAs 2012 and Top 40 Under 40 by WealthManagement.com. She has been quoted in Yahoo! Finance, MSN Money and The Los Angeles Times, is a contributor to Examiner.com and is a Wall Street Journal Expert Panelist. Ms. Higgins is a frequent public speaker on retirement planning, investments, wealth management, college education funding, estate planning and insurance. She is also proud to mentor college students interested in entering the financial planning profession.
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Top Customer Reviews
So, that means everyone. The CD is worth the price alone. I used the CD and didn't even use the book. You pop the CD into your computer. Then, you write on the appropriate pages, save the work to your hard drive and print a hard copy if you like. Just follow the book and it will coach you through everything you need to do. You fill it out as you go. So simple and clear.
If you are the kind of person that wants a quick and fast solution to organizing your life, this is a great product. For me, I would not purchase this product again unless there were a way to document everything electronically.
It is a great start up to gather one's information.