OrganizationThere are two reasons why people tend to be disorganized:
1) They don’t know how to organize what they have. 2) There is always something better to do. Throughout life we make decisions, create legal documents and purchase insurance policies to care for loved ones and help us manage life’s twists and turns. Considering the care and time that is put into creating them, it makes sense to have them organized and accessible to help family and friends when the time comes to actually use them.
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"Every minute spent in organizing, is an hour earned."
-Ben Franklin
-Ben Franklin
Filing |
We provide a meticulous filing solution to ensure your financial papers are organized and accessible.
For our in-person clients, we create an easy-to-maintain filing system that makes your life (and our work) so much easier. For our online clients, paper bills are sent to Simply Balanced Solutions, scanned and uploaded to the cloud for safekeeping and easy access. We also offer cloud uploads for in-person clients to assist with the uploading process and to ensure all documents are secure and readily available whenever needed. |
Scan & Upload |
Through our Scan & Upload, we move all of your important documents to the cloud, to guarantee that your important financial records are both accessible and safe. This cloud-based system not only secures your documents but also enables easy sharing with professionals and family members as needed, streamlining communication and ensuring everyone has access to the necessary information.
Through our Scan & Upload, we move all of your important documents to the cloud, to guarantee that your important financial records are both accessible and safe. This cloud-based system not only secures your documents but also enables approved parties to remain informed about their loved one throughout the engagement. All the necessary information and documents are there at their fingertips when they need it.
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Simple & Balanced Binder
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In addition to ensuring all records are backed up and accessible via the cloud, we create a Simple & Balanced Binder. This is a three-ring binder that includes everything you would need about your financial life.
The purpose of this binder is to ensure that you, or anyone who may need to know in an emergency, is able to access the keys to your kingdom. It is a great way to organize your accounts and your important information in a central location that can be accessed at a moment's notice. The binder is a useful, everyday tool, as well as an essential item to have in an accident, hurricane, or other emergency situation. It can include:
The Simple & Balanced Binder is a living document and will need to be updated periodically as service providers change, clients move, medications change, etc. Quarterly updates are recommended to ensure that information is accurate and relevant. It is also the culmination of our purpose. With our help, our clients make an important investment of time compiling and maintaining this information to save their families' and other trusted persons' time and difficulty later. All information included in the Simple & Balanced Binder is still subject to our Confidentiality Commitment. |
Important Information |
Our end goal throughout this Solution is to ensure that everything that is absolutely critical to have in the event of an emergency is safe, easily accessible, and ready for use by whomever may need it.
Being in the cloud ensures that every major and important financial document is in an easily shareable back-up and curated for easy navigation. |
Complete Solutions that include Organization |
Simply Supported
Designed as a comprehensive Solution for Older Adults Simply Settled Designed to help navigating the financial needs of Estate Planning & Guardianships Simply Filed Designed to aid your CPA with filing your taxes. Simply For a Limited Time Designed for Travelers & Transitional Responsibility needs Simply TDB Designed for busy Professionals lacking the time to manage the day-to-day. |
Additional Solutions
Bill Pay
Designed for getting the hassle out managing day-to-day bills. Reconciliation Designed to keep track of all of the in's and out's of your accounts Records & Communication
Designed to keep track of and maintain all of your important records and paperwork. |
Reporting & Net Worth
Designed to keep you "in the know" of all of your spending as well as the value of your assets and debts. Taxes Designed to be your CPA's biggest helping hand. |