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Personal Financial Organizer Form

By Terry Savage on November 22, 2022 | Wild Card

I read about this form in a 2017 clipping I saved from the Tampa Bay Times. It said the form was on your website but I could not find it anywhere. Can you help? I would much appreciate it as it sounds like a tool I could really use.

Thank you in advance for any effort this might cause.
And Happy Holidays!

Terry Says

No trouble. It’s on the home page on my website, and here’s a direct link:



a personal
finance question