Key information
The people, accounts, passwords, and contacts your family needs to find.
ORGANIZE TODAY. CARE FOR TOMORROW.
A little preparation.
A lasting gift
to your family.
If someone you love had to step in, would they know where to start?
Financial Genetics helps you gather your family’s important information into one practical, printed workbook—with Richard R Allen to help you make sense of it.
81 pages. Nine sections. One place to begin.
Text Richard for the quickest response.
YOUR FAMILY’S PAPER RECORD
Built for a binder.
Ready when life happens.
Ready when life happens.
Print it. Fill it out. Keep it close.Your completed records stay with you.Useful even without power or internet.
WHAT’S INSIDE
One binder.
A clearer picture.
From the everyday details to the “what ifs,” these nine sections give your family a place to organize what matters—and help you see what may need attention.
Risk management
Life, disability, health, home, auto, and other insurance in one place.
Wealth & savings
A snapshot of your assets, retirement accounts, debts, and valuables.
Goals & action plans
Make room for the future. Look at income needs and potential coverage gaps.
Money management
Track automatic payments, build savings, and work through debt decisions.
Tax information
Gather forms, records, and questions before tax season arrives.
Estate planning
Record document locations, trusted decision-makers, and personal wishes.
Family health history
Keep medications, allergies, health history, and provider contacts together.
Document organization
Know where the originals live and when to review your records.
YOU DON’T HAVE TO DO IT ALONE
A workbook is a start.
A conversation
makes it personal.
Start with a text to Richard—the quickest way to reach him. He can help you set a time to gather your facts, talk through your priorities, and identify the next steps that fit your family.
Text Richard: 801-380-4277YOUR GUIDE
Richard R Allen
CLU, ChFC, LUTCF, RSSA
Financial planner · Twin Falls, Idaho
01
Get organized. Bring your questions and begin putting the pieces together.
02
See the gaps. Review how death, disability, or retirement could affect the people who depend on you.
03
Choose your next steps. Turn your priorities into a plan you can revisit each year.
START WITH WHAT YOU KNOW
Your family’s information.
Finally, together.
Get the Financial Genetics workbook and take the first step toward an organized family record.
- The complete 81-page PDF, including the binder cover
- Worksheets designed to fill out by hand
- A practical starting point for a conversation with Richard
You don’t need all the answers to get started.
A quick text is a great place to start.
801-380-4277For the quickest response, text Richard about organizing your family’s financial information.