The Bloom Binder
Tailored specifically for you
The Bloom Binder is a well presented, easy-to-use file (digital or paperl) that gives you and your loved ones a clear snapshot of your financial and legal affairs as well as key personal information, all in one place.
This is designed to reduce stress, improve clarity, and make things much easier if something unexpected happens, whether you are planning for your own future, supporting elderly parents, or just want to feel more in control.
What’s inside?
The Bloom Binder is tailored just for you. It includes simple summaries and clearly labelled sections for items such as:
To gather information on all of the above, we will meet for an in-depth session (approximately 2-3 hours) in person to discuss your assets, liabilities, income, expenditure, Will, Power of Attorney documents and any other important paperwork. I will then compile everything into a neatly organised, easy-to-navigate folder and I will present this to you in person.