Ask Terry Questions Financial organizer

Financial organizer

By Terry Savage on August 10, 2020 | Wild Card

Hi Terry,

I enjoyed reading your book. Can you send me a Microsoft Word version of your personal financial organizer? I would prefer to type the information and store electronically.

Thank you,
Cathy Lieberman

Terry Says

You can find it on the home page of my website, in one of the little boxes on the top right. You can print it out blank, and fill it out yourself. Or fill it out online and then save it to your computer and print it out. Either way, it is private. No one, including myself, sees it if you fill out the form online.
And you can print out extra copies to give to family and friends.

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