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Financial Inventory

You want to get your financial life organized. This not only helps you to create a clear picture of your financial situation and make better decisions in the future, it will also help your spouse and family members to avoid having to make certain decisions in a crisis situation. Creating a financial inventory allows you to take charge of your financial information and having this important information located in one document helps you prepare for life's unexpected events.

A financial inventory template can be found on the Michigan Association of Certified Public Accountants website at This comprehensive tool, available in word and excel formats, will help you get started on the path towards financial organization.