摘要 |
An apparatus and method of simplifying one's life in the organization, retention, transportation, disclosure and use of financial planning documentation and related items. The apparatus is a pre-printed "SIMPLIFY YOUR LIFE BOX" Document Summary Form to add specific financial planning information and a portable case. The method of using the device involves filling in the pre-printed "SIMPLIFY YOUR LIFE BOX" Document Summary Form; and, placing it and such of the referenced documents and associated items as are available in the portable case.
|