File and Go, LLC
Personalized system of organization to control legal and financial information for individuals.
Take Control and "Do It Yourself" NOW with the
LifeRecord Kit.
Business Services include Creating a
Business LifeRecord, Process & Procedure
creation & Identity Theft Prevention
Analysis and Compliance.
Everything in its place means "peace of mind"!
Sign Up for Our Mailing List
and receive a free Emergency Contact Card upon request.
File and Go, LLC
Charlotte, NC
ph: 980-229-7675
informat
Home
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.
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.
yearly calendar of deadlines will be created working with staff and advisors.
Policy and Procedure:
Our Experts will assist in creating policy
Our Experts will assist in creating policy
and procedure to ensure there is an ease
of transition under circumstances where a
Key person leaves a position or is unable to continue in the role.
We can also guide you through the Process
of Creating a Business Continuation Plan
in just a short period of time. Having
a plan in times of emergency it critical.
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.
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.
Work in the Charlotte NC Area and
Need a Vacation?
Once you have created your policy and procedure,
you can rely on our Experts to handle the
ongoing business needs of your company so
you can relax and enjoy the time away.
We will be able to manage the day to day operations to make sure business continues smoothly until you return.
A Member of
National Association of Women
Business Owners® (NAWBO®)
Please
sign up
for the
mailing list.
Timely
information
about
Personal
and
Business
Document
Organization
and
Identity Theft
will
be provided.
Contact:
Or call
980-229-7675
Sign Up for Our Mailing List
and receive a free Emergency Contact Card upon request.
File and Go, LLC
Charlotte, NC
ph: 980-229-7675
informat
