Do You Have A Financial Snapshot?<\/title>\n<meta name=\"description\" content=\"Have you thought of what your spouse would do with your finances if something were to happen to you?\u00a0\u00a0 Would they know about each life insurance policy or\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Do You Have A Financial Snapshot?\" \/>\n<meta property=\"og:description\" content=\"Have you thought of what your spouse would do with your finances if something were to happen to you?\u00a0\u00a0 Would they know about each life insurance policy or\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/\" \/>\n<meta property=\"og:site_name\" content=\"Faith and Finance\" \/>\n<meta property=\"article:published_time\" content=\"2010-10-01T13:00:25+00:00\" \/>\n<meta name=\"author\" content=\"Tim\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Tim\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/\",\"url\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/\",\"name\":\"Do You Have A Financial Snapshot?\",\"isPartOf\":{\"@id\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/#website\"},\"datePublished\":\"2010-10-01T13:00:25+00:00\",\"dateModified\":\"2010-10-01T13:00:25+00:00\",\"author\":{\"@id\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/#\/schema\/person\/07a60b2d76d2330a1b7669d0656bb345\"},\"description\":\"Have you thought of what your spouse would do with your finances if something were to happen to you?\u00a0\u00a0 Would they know about each life insurance policy or\",\"breadcrumb\":{\"@id\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Do You Have A Financial Snapshot?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/#website\",\"url\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/\",\"name\":\"Faith and Finance\",\"description\":\"where faith and money meet\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/#\/schema\/person\/07a60b2d76d2330a1b7669d0656bb345\",\"name\":\"Tim\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/eec20331bcc09a83a33ba6b7aa693810?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/eec20331bcc09a83a33ba6b7aa693810?s=96&d=identicon&r=g\",\"caption\":\"Tim\"},\"url\":\"https:\/\/www.patheos.com\/blogs\/faithandfinance\/author\/tim\/\"}]}<\/script>\n","yoast_head_json":{"title":"Do You Have A Financial Snapshot?","description":"Have you thought of what your spouse would do with your finances if something were to happen to you?\u00a0\u00a0 Would they know about each life insurance policy or","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/","og_locale":"en_US","og_type":"article","og_title":"Do You Have A Financial Snapshot?","og_description":"Have you thought of what your spouse would do with your finances if something were to happen to you?\u00a0\u00a0 Would they know about each life insurance policy or","og_url":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/","og_site_name":"Faith and Finance","article_published_time":"2010-10-01T13:00:25+00:00","author":"Tim","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Tim","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/","url":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/","name":"Do You Have A Financial Snapshot?","isPartOf":{"@id":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/#website"},"datePublished":"2010-10-01T13:00:25+00:00","dateModified":"2010-10-01T13:00:25+00:00","author":{"@id":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/#\/schema\/person\/07a60b2d76d2330a1b7669d0656bb345"},"description":"Have you thought of what your spouse would do with your finances if something were to happen to you?\u00a0\u00a0 Would they know about each life insurance policy or","breadcrumb":{"@id":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/"},{"@type":"ListItem","position":2,"name":"Do You Have A Financial Snapshot?"}]},{"@type":"WebSite","@id":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/#website","url":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/","name":"Faith and Finance","description":"where faith and money meet","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/#\/schema\/person\/07a60b2d76d2330a1b7669d0656bb345","name":"Tim","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/eec20331bcc09a83a33ba6b7aa693810?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/eec20331bcc09a83a33ba6b7aa693810?s=96&d=identicon&r=g","caption":"Tim"},"url":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/author\/tim\/"}]}},"_links":{"self":[{"href":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/wp-json\/wp\/v2\/posts\/44","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/wp-json\/wp\/v2\/users\/2551"}],"replies":[{"embeddable":true,"href":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/wp-json\/wp\/v2\/comments?post=44"}],"version-history":[{"count":0,"href":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/wp-json\/wp\/v2\/posts\/44\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/wp-json\/wp\/v2\/media?parent=44"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/wp-json\/wp\/v2\/categories?post=44"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/wp-json\/wp\/v2\/tags?post=44"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}

{"id":44,"date":"2010-10-01T08:00:25","date_gmt":"2010-10-01T13:00:25","guid":{"rendered":"http:\/\/www.patheos.com\/blogs\/faithandfinance\/?p=44"},"modified":"2010-10-01T08:00:25","modified_gmt":"2010-10-01T13:00:25","slug":"do-you-have-a-financial-snapshot","status":"publish","type":"post","link":"https:\/\/www.patheos.com\/blogs\/faithandfinance\/2010\/10\/01\/do-you-have-a-financial-snapshot\/","title":{"rendered":"Do You Have A Financial Snapshot?"},"content":{"rendered":"\n<\/head>

I recently had lunch with a lady whose husband passed away unexpectedly.\u00a0 She said that her husband took care of all of the finances, but they started something a couple of years ago that helped her tremendously when he passed away.\u00a0 They created a snapshot of their finances that included every financial account, term life insurance policy, bill, phone number, and contact person for the companies.\u00a0 They updated the form each year and kept it in their fireproof safe.\u00a0 When he passed away, she was able to go right down the list of every account and find everything she needed.<\/p>\n

I was inspired to do something similar with our finances and created a financial snapshot page that can be used to organize every financial account in case it\u2019s needed in an emergency.<\/p>\n

Why have a financial snapshot?<\/strong><\/p>\n

If you or your spouse dies, the stress of the finances can be emotionally overwhelming.\u00a0 Without a roadmap, you may not utilize the resources available to you to take care of the unexpected expenses.<\/p>\n

How to make a financial snapshot- <\/strong><\/p>\n

1. Download the<\/strong><\/p>\n

Financial Snapshot PDF<\/a> or <\/strong>Financial Snapshot Spreadsheet<\/strong><\/a> <\/strong><\/strong><\/p>\n

2. Organize your account information accordingly<\/p>\n

3. Create and review the document with your spouse immediately<\/p>\n

4. Update the financial snapshot regularly \u2013 At least 2 times each year<\/p>\n

~We recommend updating it before your vacation or at your birthday~<\/p>\n

5. Keep the printed document or electronic copy in a fireproof safe. <\/p>\n

\u00a0<\/p>\n

We put together our financial snapshot in one evening in about an hour.\u00a0 Just think: you can make life so much easier for your spouse if you take just an hour of your day and organize your financial information on the financial snapshot.\u00a0 A quick reminder, too, that if if you don\u2019t have life insurance, you need to look at some cheap life insurance quotes so that your family is covered.<\/p>\n<\/body><\/html>\n","protected":false},"excerpt":{"rendered":"