
Your Financial Organizer is a "take-action" booklet intended to
help you put your finances and budget in order as a first step to preparing
an effective savings strategy. The sooner you start saving, the more time
your money will have to work for you.
The Organizer is divided into three sections:
SECTION I. FIGURING YOUR FINANCES
provides Net Worth and Cash Flow Statements to help you assess your situation
and try to find additional money for your goals.
SECTION II. GOALS, PRODUCTS AND ASSETS
discusses how to apply the information from the Cash Flow Analysis to
prioritize your goals and begin to select appropriate products and investments.
SECTION III. YOUR IMPORTANT RECORDS
provides a convenient log where you can list your important documents
and possessions, so your family will always know where they are.
After you work through the Organizer, put it in a safe place. Your personal and financial situation will very
likely change over time, so you'll want to reevaluate your progress regularly.
Please note that TIAA-CREF's Web Center offers a number of interactive planning tools that can expand on the work you
do in the Organizer. Some of the tools are listed in the TIAA-CREF contact information at the end of
the Organizer. Please also note that although the Organizer provides a good starting point
for managing your money, it is not a complete financial plan. That requires
a qualified financial planner who can provide a detailed work-up and analysis,
normally for a fee.
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