The hurricane book
Personal Financial Organizer
Introducing the FREE Hurricane Personal Financial Organizer
A simple, personalized guide to help bring order and security to your financial life.
Why We Call It the “Hurricane Book”
If a storm were coming and you had to leave quickly, what would you grab?
We say: grab the kids, grab the dog… and grab this book.
The Hurricane Personal Financial Organizer puts your entire financial life in one place — so you and your loved ones aren’t left searching during an emergency.
What’s Inside the Organizer?
This isn’t just a checklist. It’s a structured system designed to help you think through every major area of your financial life.
✔ Preparing for Retirement
Clarify how much you’ll need, what retirement looks like for you, and how to organize your accounts.
✔ Living in Retirement
Track income sources, required minimum distributions, and investment alignment.
✔ Planning for the Unexpected
Life, health, disability, long-term care, and emergency fund planning.
✔ Estate & Inheritance Planning
Wills, trusts, powers of attorney, beneficiary designations — all documented and easy to locate.
✔ Professional & Personal Contacts
Financial advisor, CPA, attorney, insurance brokers, doctors, and emergency contacts — all in one place.
✔ Banking, Mortgage & Debt Tracking
Accounts, loans, credit cards, and financial institutions organized clearly.
✔ Digital Information
Securely track devices, logins, and password vault guidance.
✔ A Survivor’s Guide
✔ Insurance Inventory
Life, disability, property, umbrella, and vehicle coverage details.
Step-by-step guidance for loved ones on what to do immediately after a death — from securing property to filing documents.
As a CPA and as someone who has walked families through both financial success and unexpected hardship, I can tell you this: organization is one of the greatest gifts you can give the people you love.
We created this organizer because I’ve seen firsthand what happens when financial documents are scattered, unclear, or incomplete. During calm seasons, it creates confusion. During crises, it creates stress that families simply don’t need.
This guide is designed to give you clarity, structure, and peace of mind. It’s not just about paperwork — it’s about preparation. It’s about protecting your legacy. It’s about making sure that if something ever happens, your family isn’t left guessing.
- Tom Wright, CPA, MST, CFO, Founder
Who Is This For?
This organizer is perfect if you:
Want your family to know where everything is
Feel overwhelmed by scattered financial documents
Are planning for retirement
Want to reduce stress during emergencies
Need better coordination between your CPA, advisor, and attorney
Simply want more clarity and control
Why Wright Accountants & Advisors Created This
e’ve worked with families for decades.
We’ve seen what happens when everything is organized — and when it’s not.
This binder is designed to:
• Reduce confusion
• Eliminate guesswork
• Protect your legacy
• Make estate settlement easier
• Strengthen communication with your financial team
It’s a living document — meant to be updated regularly and used during financial reviews.
Certified QuickBooks ProAdvisors You Can Trust
At Wright CPA’s, we don’t just “use” QuickBooks — we’re certified experts across every major version of the platform. That means no matter how your business is set up, we have the skills and credentials to support you.