# The Financial Accounts Module

The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family.
Fill this in privately (any text editor or by hand), then store it in your Vault.


## Secure Guide Starter Template

> This template belongs in The Secure Guide, stored within The Vault. It contains account identifiers and access details that should not be shared broadly.

- Institution Name: 

- Account Type: 

- Account Number: 

- Account Holder(s): 

- Online Access / Login Location: 

- Notes: 

> Repeat for each account.

- Institution / Platform Name: 

- Account Type: 

- Account Number: 

- Account Holder(s): 

- Employer Sponsored?: 

- Beneficiary Designated?: 

- Online Access / Login Location: 

- Notes: 

> Repeat for each account.

- Name: 

- Role: 

- Firm: 

- Phone: 

- Email: 

- Accounts or Services They Manage: 

- Notes: 

> Repeat for each advisor.

- Creditor / Institution: 

- Debt Type: 

- Approximate Balance: 

- Secured By (Asset, if applicable): 

- Account Number: 

- Notes: 

> Record what you owe at a macro level. For payment schedules and monthly cash flow, see the Budget Module. Repeat for each significant liability.


## Family Guide Starter Template

> This template belongs in The Family Guide. It provides orientation — what exists and who to contact — without exposing account numbers or credentials.

> Account numbers and login credentials are not included here — those are documented in The Secure Guide.

### Bank Accounts
| Institution | Account Type | Account Holder(s) | Notes |
| --- | --- | --- | --- |
|   |   |   |   |
|   |   |   |   |
|   |   |   |   |

### Investment and Retirement Accounts
| Institution | Account Type | Account Holder(s) | Notes |
| --- | --- | --- | --- |
|   |   |   |   |
|   |   |   |   |
|   |   |   |   |

### Financial Advisors and Key Contacts — contact these first to understand or access our financial accounts
| Name | Role | Phone | Email |
| --- | --- | --- | --- |
|   |   |   |   |
|   |   |   |   |
|   |   |   |   |

### Liabilities at a Glance
| Creditor | Debt Type | Secured By | Notes |
| --- | --- | --- | --- |
|   |   |   |   |
|   |   |   |   |
|   |   |   |   |

> Account numbers, login credentials, and detailed financial documentation are stored in The Secure Guide, located in The Vault. For cryptocurrency and digital assets, see the Digital Financial Assets Module. For real estate, precious metals, and other physical or private assets, see the Other Assets Module. For monthly payment schedules and household cash flow, see the Budget Module.