![Icon cash flow](/documents/93894/97584/icon_cash+flow.png/97e89f62-a76b-471e-a6ee-165477258d9a?t=1636918752432) | Cash Flow; current, improved and projected |
![Icon investment documents](/documents/93894/97584/icon_investment+documents.png/bd9353aa-4af3-4ec3-aeee-5d046a7e88b6?t=1636918855155) | Investment Documents; records of accounts and details |
![Icon that](/documents/93894/97584/icon_debt.png/f2d526ce-2190-44b5-a8c9-51d08894f728?t=1636918780525) | Debt; documents, strategy for reduction/tax-efficiency |
| Net Worth; records, measure |
![Icon estate](/documents/93894/97584/icon_estate.png/190957b4-d22d-41dc-bcbc-7bfbe2562ed3?t=1636918605635) | Estate; documents, beneficiaries, executed in writing |
![Icon tax](/documents/93894/97584/icon_tax.png/be84ebec-c5d0-4730-a1e4-57f3617ea0ec?t=1636918767933) | Tax; records, balances, checklist |
![Icon insurance](/documents/93894/97584/icon_insurance.png/8f28a37e-bfa6-4fe7-aef2-473185e586df?t=1636918806453) | Risk Management and Insurance; records of agreements and policies |