ABOUT THE BOOK

The best offense to achieving a goal is an awareness of your current position and a clear, future destination.

The Be Prepared Book was designed not only to assist you in the event of an emergency, but also to help you, and your advisors, analyze your readiness for the only constant in our lives... change.

The Be Prepared Book is not a financial advice book. It does contain some explanations of financial uses although the main purpose of the book is to serve as a unique data-gathering tool. It combines many aspects of life into a snapshot that reveals your current "preparedness" and provides a clear indication of any critical voids that may exist.

Sample Page - pdf format. Don't have Adobe Acrobat Reader? Get your free version.
What will The Be Prepared Book © do for you?
  1. Guide you through the process of gathering together all of life’s important pieces
  2. Develop an organized picture of your current financial status
  3. Establish a single location for all of your personal, financial, health and family information
  4. Provide peace of mind for you and your loved ones, knowing that everything is organized and readily available
Partial Table of Contents:
There are over 45 topics and related forms to compile all of your information.
  • Personal Data
  • Home, Family, and Personal Emergency Information
  • Collectibles
  • Consumer Debt
  • Retirement Accounts
  • Motorized Vehicles
  • Primary Residence
  • Investment Real Estate
  • Household Inventory
  • Goals
  • Life Insurance Policies
  • Social Security
  • Retirement Goals
  • Safe Deposit Box
  • Authorizations
  • Healthcare – Doctors
  • Heath Insurance
  • Mortuary & Cemetery Arrangements
  • Wills & Trusts
  • Assets & Liabilities
Order Information and Pricing

Copyright © (2003) Nick Petra, all rights reserved.