Financial Appointment Index Carrier

Carry the Financial Notes Pad, Financial Monthly Account Balance Worksheet Pad, Financial Monthly Budget Worksheets and all the essential financial records from your personal Financial Binder for your upcoming appointments (in person or virtual) in this convenient and durable carry case with 5 separate index tab sections and snap closure.

Turn it over for a smooth writing surface for note taking during your visits and it is water proof so the outside won’t get wet.

Be proactive and keep everything organized and accessible to improve the outcomes of your financial visits.

Can use as an index folder on your home desk for keeping track of your action steps and upcoming appointments.

After all your steps are completed for that financial topic you can file away in your Financial Binder.

Carrier size = 13(h)x9 ¾”(w)