Setting Your House in Order

Course Title: Setting Your House in Order

Course Objectives:

This course is intended to serve as an aid in locating, assembling, and organizing your personal financial data in order to prepare a simple, yet extremely vital estate plan.

This course is designed only to share practical applications to biblical principles concerning Christian financial stewardship and preparing an inheritance for our loved ones.

Upon course completion, each student should have the basic skills needed to:

1.    Locate important financial documentation needed in case of an emergency.

2.    Create a basic financial management plan for your loved ones to follow.

3.    Set up a simple plan for your estate.

Course Outline:

1.    Personal Financial Statements / Document Organization

2.    Estimated Monthly Budget of Future Income

3.    Personal Advisors / Safe Deposit Boxes / Debts / Lists of Accounts

4.    Asset Inventory

5.    Insurance

6.    Estate Documents

7.    Family Preparedness / Optional Ideas

* This course is strictly intended to inform and educate, not to advise in any financial decisions.

*No final decisions concerning insurance, investments, ownership of assets, estate planning or legal documents should be made without your prayer, and the counsel of qualified professionals, including attorneys, accountants, and certified financial planners.