What Documents Do I Keep?

Many people we meet have financial arrangements already in place. In an effort to assist with a review they usually bring the file (or envelope) with their documents.

Without being rude this file (envelope) is usually stuffed full of papers/reports/quotations and all sorts of paraphernalia, most of which is pretty useless.

So this poses the question, what documents should I keep and what should I destroy?

Our short video might help.

And, please remember,r this is only our opinion, but it is based on thirty years of digging through piles of papers!

Donal

February 2018