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A documented Financial System has four sections: contacts, inventory, plan, and schedule. Here is what goes into each, and how to organize them into one record your family can rely on.

One of the most common questions we are asked is whether Next Path is a financial advisor, a financial planner, or something else. We build and document the Financial System a household uses day to day.

In many households, one person manages all the finances and carries that knowledge in their head. A documented Financial System makes the same information accessible to the rest of the family when circumstances change.

Navigating a financial transition rarely arrives at a convenient time. After a loss, a separation, or a serious illness, progress builds one step at a time.