Anyone that wants to start off on the right foot when getting ALL their important files consolidated, organized, and safely secured. Every document you have, from student loans and driver’s licenses all the way to investments, insurance, property or a will, needs to be properly organized and kept safe to solve your life planning goals.
If you have a family, it’s a great idea to create your kids’ SideDrawers too! You don’t need to create a separate account for them just yet. Start them off right with a separate SideDrawer and when they’re old enough, simply transfer ownership of that SideDrawer to their account. That way you can start saving important information in an organized and secure location.