Digital Portfolio Kit
We have curated an electronic, in-depth portfolio, for individuals or couples, that walks you through the many details of affair organization and asset planning. We cover it all: investments, debts, assets, subscriptions, business associations and other important documentation. If you’re a do-it-yourselfer but don’t know where to start, consider purchasing our Self-Directed Portfolio Kit. We’ll mail you a thumb drive equipped with a digital, ready-to-fill document and a guidebook to help you through the process. Complete it on your own time, edit it as needed, and save in a safe place for the future.
We have curated several different sized portfolios. The following can be used as a guide to choose the right size for you or your loved ones.
Small Individual Portfolio Kit was created for an individual who own a home, 1-2 cars, and have a moderate investment profile.
Large Individual Portfolio Kit was created for individuals who own more than one home, have more than 2 vehicles, and have a large investment profile.
Small Couples Portfolio Kit was created for couple that have a home, up to four cars, and a moderate investment profile.
Large Couples Portfolio Kit was created for couple that have more than one home, more than four cars, and a large investment profile.
We have curated an electronic, in-depth portfolio, for individuals or couples, that walks you through the many details of affair organization and asset planning. We cover it all: investments, debts, assets, subscriptions, business associations and other important documentation. If you’re a do-it-yourselfer but don’t know where to start, consider purchasing our Self-Directed Portfolio Kit. We’ll mail you a thumb drive equipped with a digital, ready-to-fill document and a guidebook to help you through the process. Complete it on your own time, edit it as needed, and save in a safe place for the future.
We have curated several different sized portfolios. The following can be used as a guide to choose the right size for you or your loved ones.
Small Individual Portfolio Kit was created for an individual who own a home, 1-2 cars, and have a moderate investment profile.
Large Individual Portfolio Kit was created for individuals who own more than one home, have more than 2 vehicles, and have a large investment profile.
Small Couples Portfolio Kit was created for couple that have a home, up to four cars, and a moderate investment profile.
Large Couples Portfolio Kit was created for couple that have more than one home, more than four cars, and a large investment profile.
We have curated an electronic, in-depth portfolio, for individuals or couples, that walks you through the many details of affair organization and asset planning. We cover it all: investments, debts, assets, subscriptions, business associations and other important documentation. If you’re a do-it-yourselfer but don’t know where to start, consider purchasing our Self-Directed Portfolio Kit. We’ll mail you a thumb drive equipped with a digital, ready-to-fill document and a guidebook to help you through the process. Complete it on your own time, edit it as needed, and save in a safe place for the future.
We have curated several different sized portfolios. The following can be used as a guide to choose the right size for you or your loved ones.
Small Individual Portfolio Kit was created for an individual who own a home, 1-2 cars, and have a moderate investment profile.
Large Individual Portfolio Kit was created for individuals who own more than one home, have more than 2 vehicles, and have a large investment profile.
Small Couples Portfolio Kit was created for couple that have a home, up to four cars, and a moderate investment profile.
Large Couples Portfolio Kit was created for couple that have more than one home, more than four cars, and a large investment profile.