My Financial Organizer
A complete guide to every detail your family needs to know – now and later.
Imagine every account, password, policy, wish, and “don’t forget this” finally captured in one beautiful place. My Financial Organizer is the signature workbook created by Darlene Pedrosa, CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, founder of Pedrosa Wealth Management, Inc. and Rhinebeck Tax, LLC. Use it to turn financial chaos into calm, protect your loved ones from guesswork, and give yourself the priceless gift of peace of mind.
Throughout the workbook, you’ll find special “CFP® Perspective” callouts—quick, practical insights drawn from Darlene’s years of planning with real families. These tips help you think like a planner, avoid common mistakes, and make smarter decisions as you complete each section.
What You’ll Have at Your Fingertips
Personal & Emergency Details
Capture essential information, emergency contacts, key professionals, and access instructions so the people you love always know exactly where to turn.
Comprehensive Financial Snapshot
Organize bank accounts, investments, retirement plans, digital assets, and insurance policies in one clear, easy-to-follow roadmap.
Estate & Legacy Clarity
Outline your wishes, estate documents, beneficiaries, funeral preferences, and legacy messages so your values—not confusion—guide every decision.
CFP® Perspective
Inside the organizer, Darlene highlights:
• The details families most often overlook
• Where paperwork tends to “break down” in real life
• What to gather before you meet with an advisor, attorney, or CPA
• Questions that elevate your planning beyond the basics
These short, approachable tips give you professional guidance—without the jargon.
Comprehensive Organization Topics
The workbook includes over 60 pages of guided prompts organized into four core areas:
Personal & Family
- • My Information & Emergency Contacts
- • Children & Close Friends
- • Medical Information & History
- • Pet Information
Financial Assets
- • Bank & Cash Accounts
- • Investments & Digital Assets
- • Retirement Accounts
- • Insurance Policies
Liabilities & Obligations
- • Monthly Bills & Subscriptions
- • Credit Cards & Loans
- • Utilities & Services
- • Money Owed to You
Estate & Legacy
- • Property & Real Estate
- • Personal Belongings
- • Estate Documents
- • Funeral Wishes & Legacy Letters
What Makes This Organizer Different
There are plenty of generic “important documents” binders out there. My Financial Organizer was built from the trenches of real financial planning and tax work—designed to actually be used when life happens.
Created by a CFP® & EA
Darlene Pedrosa is both a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, leading Pedrosa Wealth Management, Inc. and Rhinebeck Tax, LLC. This organizer is shaped by what she sees clients and their families need most when they’re overwhelmed or grieving.
Built for Real-Life Transitions
From sudden illness to retirement or widowhood, this workbook is designed to remove friction in the hardest moments. It goes far beyond lists—it prompts conversations, notes, and context that your loved ones and professional team will actually rely on.
Designed to Start Powerful Conversations
The questions and prompts inside help you talk openly with your spouse, adult children, or trusted contacts. Instead of leaving “I meant to tell you…” moments behind, you’ll leave clarity, confidence, and direction.
Get Your Copy Today
Whether you’re organizing for retirement, simplifying life for your family, or making sure nothing slips through the cracks, My Financial Organizer walks you step-by-step through each important detail. This is the exact tool Darlene uses with clients of Pedrosa Wealth Management, Inc. and Rhinebeck Tax, LLC to build clarity, confidence, and peace.
Work with a CERTIFIED FINANCIAL PLANNER™ Professional
Ready to go deeper? Book a consultation with Darlene Pedrosa, CFP®, EA, to align your investments, tax strategy, retirement planning, and estate goals into one cohesive plan.
Contact Information
Pedrosa Wealth Management, Inc.
Comprehensive Financial Planning & Investment Advisory Services
Visit pedrosawealth.com →