THP DOCVAULT

Initial Setup & Instructions

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1. Watch this video (simple "Tool-torial)

2. Select: G-Drive, iCloud or Dropbox...

3. File Setup: A. Master, B. Sub-Folders

4. Follow The monthly $ Plan Coach

Step 1:

Watch the Video Above

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Step 2:

Select your DocVault Location

Google Drive

If you have an android or Google account, we recommend this option. It will be easy for you to upload and download any doc required, right from your phone.

If you have an Apple Phone or I-Cloud account, we recommend this option. It will be easy for you to upload and download any doc required, right from your phone.

If you already prefer Dropbox or Don't have either an Android or Google Account, we recommend using Dropbox as your THP DocVault Location

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Step 3a:

Add Master Tab, "1 THP"

Step 3b:

Then, Add these "Sub-Folders

Subfolders: Months/Topics 1-6

A. Family - (January Focus)

B. Tax & Income - (February & Focus)

C. Real Estate & Mortgage - (March Focus)

D. Credit - (April Focus)

E. Assets, Savings & Investments -- (May Focus)

F. Vehicles/Transportation - (June Focus)

Subfolders: Months/Topics 6-12

G. Home & Liability Insurance - (July Focus)

H. Life, Disability & LTC Insurance - (August Focus)

I. Health & Medical - (September Focus)

J. Pre-Holiday Planning - (October Focus)

K. Pre-Holiday Planning - (November Focus)

L. Goal Planning - (December Focus)

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Step 4:

Monthly $ Plan Coach (Week 1)

Every month, you'll receive an email with these simple steps:

Login to: "Trust our Calculations
Click on the $ Plan Coach Tab
Click on that month's "week 1" items
Click on the Orange Plan Link

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Choose your DocVault location &

Set-up your master tabs Now!

Doc-Vault