Ask Terry Questions Personal Financial Organizer

Personal Financial Organizer

By Terry Savage on November 29, 2015 | Wild Card

Where do you find the Personal Financial Organizer?
This is what I am referring to.
“To help get the talk started, you can get my Personal Financial Organizer form at by filling in your name and email address in the yellow box that pops up when you arrive at my website. When you click to “subscribe” to my free newsletter (the mailing list is never shared), you’ll get a return email with a link to the organizer form. You can fill it out online and save it to your computer, or print it out and put it in a place where it could be located in an emergency. And feel free to print out as many blank copies as you like, or to share the link with friends and family.”
Please help.

Terry Says:  Well, you already have the answer.  When you go to my website,, a yellow box will pop up.  If you don’t see it, check to make sure that “pop-ups” are not blocked.  (If they are, you’ll see that in a small type at the top of your browser.)  Click on it to enable the popups.  Then follow the directions above.



a personal
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