Financial Organizer
Can I still download your Personal financial Organizer form? I couldn't find it on your home page.
Terry Says
The way to access the organizer is to sign up in the yellow box, wait for the confirming email, and click on it -- Then you'll get a second email with a link to the organizer form. If you've already signed up for the newsletter, do it again on another email (it's free!) but make sure you have access to that email address to click on the response!