The 5-Diamond Financial Journey


The 5-Diamond Financial Journey

1. Household Information

Spouse / Significant other 1










Spouse / Significant other 2










Children or Adult Children & Spouses










Grand Children










Parents


















In-laws








Previous Marriage














Executor Information










Pets











2. Social Security Information









3. Neighbors & Friends























































4. Financial Team

Financial Representative










Financial Advisor










Financial Planner










Attorney










Estate Planning Attorney










Accountant










P & C Professional











5. Phone and Social Media Accounts

Phone






Facebook








LinkedIn








Instagram












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1. Household Home Providers

Heat Provider Company








Electrical Company








Phone Company








Internet/Television Company








Plumbing Company








Landscaping Company










Handyman Company








Garage Door Company








Pool Company










HVAC Air Conditioning Company









2. Document Location

Important Documents




































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The 5-Diamond Financial Journey

The 5-Diamond Financial Journey

1. Household Information

Spouse / Significant other 1

Spouse / Significant other 2

Children or Adult Children & Spouses

Grand Children

Parents

In-laws

Previous Marriage

Executor Information

Pets

2. Social Security Information
3. Neighbors & Friends
4. Financial Team

Financial Representative

Financial Advisor

Financial Planner

Attorney

Estate Planning Attorney

Accountant

P & C Professional

5. Phone and Social Media Accounts

Phone

Facebook

LinkedIn

Instagram

Diamond Icon One Diamond Protected