Our financial lives are becoming ever
more complicated. Organize, store & share your
financial & personal info in one secure location.


With the shift of financial information to electronic platforms, keeping track of usernames, passwords, web addresses, pins and more has never been more cumbersome. Imagine then how difficult it would be for your loved ones to locate this vital information should you not be able to do so.

My Lifetime Financial Organizer™will enable you to:

Organize your financial and personal information all in one place.

Easily add or revise this information any time you choose.

This system will not only benefit you, but your loved ones – should they need to access your important personal information. It is simple to use, offers instructions for securing your information and Jonathan Pond is making this available to you at no cost!

Using Your Organizer

Easy To Fill In.Easy to Secure.

Ready to Get Started?

Download your free MLFO PDF here!

Prefer to receive by Email?

Security is paramount. We will never share your email address. Period.


Jonathan Pond’s work in educating the public on financial matters has been far-reaching and widely recognized. His television specials have been critically acclaimed for their effectiveness in helping people make better money decisions. Among the many awards he has received include the Malcolm Forbes Public Awareness Award for Excellence in Advancing Financial Understanding and an Emmy® award. Over 1 million copies of his books have been sold. He was educated at the University of North Carolina, Emory University, and Harvard University.

Since 1984, Jonathan has been dedicated to providing useful and understandable financial tools, and financial planning and investment advice, to people of all ages and financial circumstances. His free weekly email newsletter, Ponderings, addresses timely financial topics with wit and humor. Jonathan developed My Lifetime Financial Organizer in response to remarks by individuals and families about how disorganized their finances had become and how much time they waste digging up needed information. He has also spoken with numerous people who had to incur substantial time and expense locating important financial and personal information of deceased loved ones. Jonathan says: “Organizing your financial life for the here and now as well as the hereafter is so important, that I’m making My Lifetime Financial Organizer available to all at no cost. My hope is that those who use the Planner can make more informed financial decisions and approach their financial futures with greater confidence.”

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