Client Login  

Welcome to COPE's Financial Center

How easy is it for you to find your financial, insurance, or medical documents when you need them? If your credit cards were lost or stolen tomorrow, would you have all the information needed to report the loss to the credit card company?

COPE has designed a four-step toolkit that will help you put several basics in place. Getting a free credit report should take no more than 10 minutes to accomplish. Other steps can be done over a weekend. Once done you'll have a sense of accomplishment and peace of mind. Read on and sleep easy.

Get a Free Credit Report
Organize Your Important Records
Get Those Credit Cards Under Control
Smart Ways to Save and Spend Less

Disaster Preparedness for Finances

According to the Financial Planning Association (FPA), having a will, power of attorney and health-care advance directives are not just for the retirement set. Any individual with assets should create an easy-to-find, easy-to-understand file of must-have information. This process will take more time, but when the need arises, you'll be glad you did it.

Tips from the FPA

Sources

  • BankRate.com
  • U.S. Department of Commerce
  • U.S.Department of Energy
  • Money Magazine
  • RealSimple
  • CreditLoan.com