April 2020: Organizing your Personal & Financial Information

We are now a few weeks into the quarantine process due to COVID-19 and this virus may be causing you to reconsider some of aspects in your life. One thing you may consider prioritizing would be to organize your personal and financial information. To help with this project, we thought it may be helpful to provide you with a list of items related to your financial life that you should consider listing, reviewing, and editing. This newsletter will be similar to the newsletter we wrote in December, Organizing your Financial Affairs. Ideally, these lists should not only provide organization to your life, but they should also provide a road map of your life to your loved ones in the event somethin

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4415 Shores Dr. • Suite 250 • Metairie, LA • 70006 • 504-885-1135 • Advisor@CrescentSterling.com