I have the best clients!

Here is another great acronym submitted by a client!
P.E.B.L list
P:
Update your Password list
Update Photos of items of value

E:
Emergency list current and in your wallet?
Sufficient Emergency funds on hand?
Emergency supplies still usable?

B:
Backup phone, ipad, computer.
Update Budget & savings.

L:
Location of “cloud” items; One Drive, Apple, Google, Dropbox
Location of keys for safe, storage unit.
Location of important papers; will, living will, POA.

Disclosures:http://www.hechteffect.net/?page_id=31