Think about it-
if you had to leave you home in 5 minutes-
what would you take ?
Of course this question assumes that your
family and animals were safe!
Put your valuable papers,
documents and information in an
organized, easy to maintain system.
And it is easy to carry!
Having broad experience in the
Legal, Finance and Insurance
Industries, I have taken
this concept to a much higher level consisting of
ORGANIZATION AND ANALYSIS.
What File and Go Can do for
Individuals or Small Businesses:
Individuals
Create a LifeRecord:
Take care of your Family!
Our LifeRecord Expert will personalize a
system of organization to control legal and
financial information in one convenient place
for your use or your loved ones! Everything in
its place means "peace of mind"!
Medical Records:
Give your family the information they need
to assist you in making medical decisions.
Our LifeRecord™ Expert will assist in gathering
your medical testing reports, insurance claims
and medical contact information.
Small Business
Business Records:
Our LifeRecord™ Expert will assist in creating
a manageable system to keep up with documents and deadlines and other business records. A monthly and
yearly calendar of deadlines will be created working with staff and advisors.
Policy and Procedure:
Our Experts will assist in creating policy
and procedure to ensure the
Business Continuation under circumstances where a Key Administrative person leaves the position or is unable to continue in the role.
Rights and Responsibilities of
Small Business:
Rights & Responsibilities of Companies:
New Federal rules required most Companies to have an Identity Theft Prevention Program with "reasonable policies & procedures for detecting, preventing and mitigating identity theft," . File and Go will review Company Process & compliance with this law to safeguard the clients‘ personal & private information. Deadline is November 2008.