Document Organization

The Family Playbook™

Meet Jill Chambers, Founder and President, sharing how we use our proprietary Family Playbook™ to help our elderly clients stay on top of their personal and financial documents. 

Friendly and professional, the Financial Concierge™ team helped me get my important information and documents organized and gave me peace of mind by acting as my personal representative.
Julie B.
Big Valley, AB

What is a Family Playbook™

A Family Playbook™ is a roadmap for your family that houses all your personal and financial documents in one place.

It’s anywhere from 8-10 sections, that includes things like:

We also help you document your final arrangements. It’s a good idea to communicate your wishes both in your playbook as well as in your Will.

And – ask us how you can get a basic affordable Power of Attorney (POA) and Will created or updated. We can help develop these documents and add them to your playbook.

Work with us and we’ll help you get it done. Give your loved ones the gift of knowledge knowing the nest egg you spent a lifetime building will be handled according to your wishes.

document organization

how we can help

The term “playbook” has its origins in sports. Our Family Playbook™ enables you to outline the rules of play for your family, i.e. how to manage your affairs when you are unable to do so, and provides your executor with precise details required to manage your estate.

A Financial Concierge™ reviews all of your:

Investments

Ensures all current accounts are documented; and aligns with your budget

Insurance

Validates policies are active, beneficiaries current, if any cash balances to offset premiums

Legal

Assesses contracts (e.g. mortgage, leases) for exclusions, renewals, action required

Then we create for you:

Document System

Record keeping, filing system – to maintain order, flag due dates, one off payments, birthdays, etc.

Family Playbook™

A roadmap for your family – easy access to personal and financial documents in one place

Connect With Us

We make sure all your important personal and financial documents are organized in one place – so your loved ones have easy access to your healthcare and financial wishes when they need it most.

Get in touch with us by filling out the form and pressing SEND. We look forward to connecting with you!