MyWealth Records is a free, do-it-yourself financial organizer developed by FP Advisors. It’s designed to help you document your financial life in one simple binder, from accounts and assets to values and instructions for your family. It’s a practical way to stay organized, make informed decisions, and prepare for life’s transitions.

If you ever become unable to manage your finances, your loved ones will have everything they need in one place, clearly laid out and easy to follow.

MyWealth Records is for anyone who wants clarity and control over their financial life. Whether you’re planning for retirement, managing a household, or preparing for the unexpected, this tool helps you organize what matters most.

It’s especially helpful for individuals and families who want to take the first step toward financial planning, with or without an advisor.

It’s completely free for personal use. Just download the PDF, print it, and set it up in a binder. The only cost is your time and the price of basic supplies. Please note: Commercial use is not permitted without written consent from FP Advisors.

Request your download here. Once downloaded, print the file and follow the instructions to set up your binder. Each section includes worksheets and checklists to guide you through the process.

Setting up your binder is just the beginning. Once downloaded, begin filling in your information and organizing your documents. As you work through each section, you’ll gain clarity and confidence in your financial picture.

Ready for personalized guidance? Once your binder is complete, consider booking a free Clarity Session with FP Advisors. We’ll help you turn your records into a retirement strategy that reflects your goals, values, and financial reality.