Financial Services

Element III: Family and Personal Finance

bottom line

Advances

As a member of our Family, you can borrow money at low interest rates. The Family advances or loans money to Family members. In the event you must borrow, we must first discuss your situation. If we feel that your request is justified, an " I.O.U" will be provided for you to fill out and sign.

Banking

You may also save money and maintain an IRA account with our bank. Savings accounts may be opened too. What you save is up to you; you are in control. Learning how to use the services offered by banks is tool to help you and our Family achieve our financial goals.

Financial Planners

Financial planners are professionals who help us map out our entire financial goals and strategies. We will learn how to use Financial Planners.

Accountants

Accountants offer many financial services for both our personal and our business needs from bookkeeping to preparing tax returns. We will learn how and when to use the services of accountants.

Tax Attorney's

Tax attorney's specialize in the laws which pertain to the tax codes of the government. They can be used to help us understand how the laws might affect the taxes we may or may not be required to pay.

Return to Element III Index: Family & Personal Finance

bottom line

* Life Planner® - The LifeCraft Organizer

* User's Guide - Companion to the Life Planner

* LIFECRAFT® - Home Page

To move backward or forward in exact order to all other pages you may have previously viewed, please use the navigation tools included in your Web browser especially designed for this purpose.

Copyright © and Contact Information