Finding Your Financial Organizer Form
I read Bob Dyer's 518/17 column in the Akron (OH) Beacon Journal. He mentioned that you have created a four-page "financial organizer" that is free on your website. I was unable to locate it. Can you please provide the link? Thank you.
Terry Says
You receive the link to the organizer as a "free gift" when you sign up for my newsletter, which is also free! That's just how the system works, and how you have to do it! So sign up in the yellow box, and look for a return email that confirms your "subscription". When you click on the link on that email, you will receive a second email with a link to the organizer form. You can fill it in online and save it to your computer, or print out as many copies as you would like and share them with family and friends. The list is private, and I never sell it, or any product.