You should be storing all of your important documents in one secure place online. Secure document storage is critical to keeping your life in order if unforeseen events happen.
Remeber, Life Happens!
What would you do if:
🤔 Your house burnt down?
🤔 Your hard drive crashed?
🤔 Your external storage with all of your docs was lost or stolen?
🤔 Your accountant needed immediate access to documents?
🤔 You needed to send vital documents online?
🤔 You passed away, and your family needs your will and life insurance info?
🤔 You want to track your net worth without having to remember six different login passwords?
🤔 You lost your passport while traveling?
Imagine how stressful that would be!
I had a client who had her passport stolen while traveling abroad.
In a foreign country, she would have to deal with the stressful process of having to contact her home, trying to get a copy of her passport, then visiting the embassy to get an emergency passport.
😵💫😵😵💫😵😵💫😵
Instead, she simply logged into an online portal and had a copy in seconds! ✅
Setting Up Secure Document Storage
How often do you review and update your protection plan for your important documents? As a family financial planner, I will remind my clients of how important it is to keep your most sensitive financial documentation safe, secure, and up to date.
Spending a few hours upfront to make sure your most important financial documents are in one secure, easily accessible place can save you days, weeks, or even months of stress in already stressful situations.
📋 This is why I have created a “Vault Checklist” to outline everything you should be gathering and storing in one place to help make the entire process of handling everything so much easier. I recommend storing these documents in a secure online portal for easy access.
Click the Image to View/Download the FULL Vault Checklist!
Book a call to learn more about a “do-it-yourself” secure online portal to Emoney.
You can upload documents, aggregate ALL of your accounts and run financial planning reports with numbers updated daily!
This is a limited-time offer to waive the initial setup fee and is only available for the first 20 who opt-in!
You’ll want to book a 15-minute call to set it up 👇
