• A workshop for personal
    financial advisors
    Join us for one day, and we'll train you in simple, cost-effective techniques
    for capturing and securing your clients' personal and financial records. Capture
    their lives before fate interrupts.
  • Break the procrastination barrier
  • New services generate
    new billable hours
    Preparedness does not come with an On/Off switch: it's a lifelong discipline.
    You may need to work with your client for months to collect all their documents.
    We'll show you how to coordinate with them, as well as track your hours.
    Schedule online now
  • Enable your clients
    to feel more secure
    "When disaster strikes, having your financial documents in order will help
    sustain your family during the emergency and streamline the recovery process."
    — Oregon Society of CPAs

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