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Aloha Insurance eBinder

 

This free software provided by the Insurance Information Institute enables you to take an inventory of your financial situation and track progress towards your financial goals.

Download the FREE Personal Finance Software Now

This software
will help you:

  • Organize and create a picture of your current financial situation

  • Work more effectively with a financial adviser

  • Identify gaps or overlaps in your financial situation

  • Help heirs and beneficiaries to file claims

Once you complete your financial inventory, you can share it with your accountant, financial advisor and/or attorney – someone you trust – to help you plan for your future, so that even in an emergency you will know if your financial house is in order. You can also email your inventory and save it to a disk to store it for safe keeping.

You alone will have and control the scenarios you create using My Financial House™.

My Financial House™ will let you create a lasting image of your financial situation. It is something you can use throughout your life – and your family’s.

INSTALLING THE SOFTWARE

To install the "My Financial House" software, click the download link above and follow the instructions. Once you install the software on your computer and run it for the first time, you will see instructions on how to start your first project.

MINIMUM REQUIREMENTS

  • Windows XP or 2000
Portions courtesy of and © Insurance Information Institute (www.iii.org) Copyright © 2001-2017 Aloha Insurance Services, Inc. Kona HI All rights reserved.
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