Suze Orman's Organize and Protect Financial System

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Make a sound investment in your financial future. This new-and-improved CD-ROM and 10-booklet library makes it easy to create, organize, and store your most important money-related documents. Personal audio attention, along with over 40 must-have forms and documents, provide the planning essentials. And there's guidance every step of the way, taking you through each topic with simple-to-follow instructions and tips. From Suze Orman.

This item is designed to provide accurate and authoritative information in regard to the subject matter covered. It is disseminated with the understanding that QVC and Suze Orman are not engaged in rendering legal, accounting, or other professional services. If legal advice or other professional advice, including financial, is required, the services of a competent professional person should be sought.

  • Over 40 forms and documents including wills, revocable trusts, advanced directives, durable power of attorney for health care, and financial power of attorney
  • 10-booklet library includes Credit, Personal Documents, Vehicles, Insurance, Social Security, Retirement, Taxes, Investments, Estate Planning, Home Ownership
  • Calculators help compute key financial information
  • Multiple users can create their own personalized documents
  • Innovative case features water-resistant design that floats to the surface in the event of a flood
  • Case handle equipped with LED light
  • 10 pre-labeled storage sections for easy filing and finding
  • Built-in storage pockets for passports, social security cards, checkbooks, extra keys, and other treasured items
  • Emergency contact cards to list important names and phone numbers
  • Ideal for MAC or PC users
  • Valid in all 50 states
  • Measures approximately 15"L x 14"W x 4"H
  • Made in China

About Suze Orman
Suze Orman

About Suze Orman

Suze Orman has been called "a force in the world of personal finance" and a "one-woman financial advice powerhouse" by USA Today. A two-time Emmy Award-winning television host, New York Times bestselling author, magazine and online columnist, writer/producer, and motivational speaker, Suze is undeniably America's most recognized expert on personal finance.

Orman has written six consecutive New York Times bestsellers: Women & Money; The Money Book for the Young, Fabulous & Broke; The Laws of Money, The Lessons of Life; The Road to Wealth; The Courage to Be Rich; and The 9 Steps to Financial Freedom, as well as the national bestsellers, Suze Orman's Financial Guidebook and You've Earned It, Don't Lose It.  In addition, she has created Suze Orman's Identity Theft Kit, FICO Kit, Will & Trust Kit, Insurance Kit, The Ask Suze Library System and Suze Orman's Ultimate Protection Portfolio

Orman has written, co-produced, and hosted six PBS specials based on her New York Times bestselling books, and is the single most successful fundraiser in the history of public television.  In 2004 and 2006 Suze won two Daytime Emmy Awards in the category of Outstanding Service Show Host for her PBS specials.  Orman is a contributing editor to O, The Oprah Magazine in the United States and South Africa and O at Home. She has a syndicated column called Women & Money, writes a bi-weekly column, Money Matters, on Yahoo! Finance, and a bi-monthly column for the Costco Connection and for Lowes Moneyworks. Orman hosts the extremely popular and award-winning Suze Orman Show, which airs every Saturday night on CNBC and on XM & Sirus radio, and also hosts the Financial Freedom Hour on QVC television.

Orman has won more Gracie awards than anyone in the 32 year history of these awards.   These awards recognize the nation's best radio, television, and cable programming for, by, and about women. In 2003 Orman garnered her first Gracie for "The Suze Orman Show" in the National/Network/Syndication Talk Show category, won her second and third Gracies in the Individual Achievement: Program Host category in 2005 and 2006, and won her fourth Gracie for “The Suze Orman Show” in the Outstanding Talk Show category in 2007. 
A 2003 inductee into the Books for a Better Life (BBL) Award Hall of Fame in recognition of her ongoing contributions to self-improvement, Orman had previously received the 1999 BBL Motivational Book Award for The Courage to Be Rich. In November 2006 Orman was the inaugural recipient of the MS Spirit Award, recognizing her support of the Society over the past five years toward finding a cure for multiple sclerosis. She received a 2003 Crossing Borders Award, which are given by the Feminist Press to recognize distinguished women who not only have excelled in remarkable careers, but have also shown great courage, vision, and conviction by blazing new trails for women in their fields. In 2002 Orman was selected as one of five distinguished recipients of the prestigious TJFR Group News Luminaries Award, which honors lifetime achievement in business journalism.

The top female motivational speaker in the U.S in 2007 according to Business Week Magazine, Orman has lectured widely throughout the United States, South Africa, Asia, and Canada to audiences of up to 100,000 people, and regularly appears alongside individuals such as Colin Powell, Rudy Giuliani, Jerry Lewis, Steve Forbes and Donald Trump. She has been featured in almost every major publication in the United States, and has appeared numerous times on The Oprah Winfrey Show, Larry King Live, The View, and the Today Show.

Orman recently partnered with Avon Product, Inc. to be their special personal financial advisor to Avon Representatives to offer money management advice and strategies for success.  A first of the kind in direct selling industry, the program launched in January 2008 to the company’s nearly 500,000 Avon Representatives in the U.S., with plans to expand globally in the future.

Orman, a CERTIFIED FINANCIAL PLANNER™ professional, directed the Suze Orman Financial Group from 1987-1997, served as Vice President of Investments for Prudential Bache Securities from 1983-87, and from 1980-83 was an Account Executive at Merrill Lynch. Prior to that, she worked as a waitress at the Buttercup Bakery in Berkeley, California from 1973-80.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certificate requirements.

System Requirements
System Requirements:
  • Windows 98 (second edition or higher) /2000/Me/XP
  • Pentium II 233Mhz
  • 128 MB RAM (32 MB free RAM)
  • 800 x 600 resolution
  • 16-bit high color
  • 8MB CD-ROM drive
  • 28.8 KBPS modem, or faster
  • 16-bit SoundBlaster-compatible sound card and speakers
  • printer
  • OS 9.2.2, or higher
  • G3 processor, or higher
  • thousands of colors
  • 800 x 600 resolution
  • 8X CD-ROM drive
  • virtual memory set to 128MB
  • printer
Delivery Date Estimate

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Reviews & Community QA

F8500 - Suze Orman's Organize and Protect Financial System 3.2 5 163 163
don't waste money! Thought this product will help you organize your important papers if you are not the organized type. Well I am and I found most of the product a waste of my time and money. 02-13-10
Waste of Money Not user friendly at all; I just do not trust it. 09-30-09
great for organization I was having surgery & needed to have my paperwork organized for my fiance incase something happened. I didn't realize how many important papers I had in a lot of different places. now all my paperwork is organized and in one place. I update my paperwork as needed and feel so much better. I'm giving it 4 stars b/c the case itself is great, the info has been repeated a lot in suze orman's other products. 07-12-09
Not worth the trouble I bought this system because of all the "blank" forms we could use. I don't like having to put my social security number out there in cyberspace just to get to the forms! Needless to say I haven't got to the forms because of that. WHY would it be necessary to give my social security number just to get to the forms that we were to just be able to "print" out - notarize - and you're done??? The case is useless too...what about a house fire??? Suze is a smart lady - this product just needs to be overhauled! 07-07-09
So Easy to Use! I bought this over a year ago, and then did nothing with it. Since then two people close to me have died suddenly and very unexpectedly. I figured it was time to put my affairs in order. It's not right to leave it for my husband to deal with even though he knows my wishes. This program is so easy to use!!! I had my health directive, will, and power of attorney complete in little more than an hour. Tomorrow I'll have them notarized, and have peace of mind! Next I'll organize everything along with other important documents in the filing system included so my husband will know where everything is! Thanks Suze!!! You can't put a price on piece of mind, but this system is a great deal!!! 06-29-09
be careful of this! This is really disappointing! I counted on this working and, for example, the Financial Power of Attorney is not acceptable in Arizona. I was unable to get any assistance by contacting Susie's customer service. Her attorney said she would "check into it" and never heard from her since. So this was a waste of my money and time. 06-16-09
I am SOOO organized Wow, what a relief it was to have all of my important papers and financial documentation in ONE place! This purchase made me get all of my information together AND I finally faced the future by getting my will, etc in order. Sometimes the things you put off or are afraid to do are not so difficult as they seem to be in your head. This is one of those cases. What a relief. I will buy one of these for my daughter! 05-25-09
Not for CA Homeowners! Ten minutes into using this product I am told that this product won't work for me because of our high home values in CA. What a waste of money. I watched the presentation for quite a while before I bought it and nothing was ever mentioned. Pain the neck to mail it back too. 05-04-09
Can not use! To bad we waited until after the thirty days to try it seeing it did not work with our computer (Vista) and the sales pitch did not ever mention it. We to are waiting to hear from the Sue Orman web site to see it they can help us. Waste of money and to late to send it back! 04-28-09
Doesn't work with VISTA Although nicely put together, we had to send this item back because it doesn't work with VISTA. 04-22-09
A Promise Kept!!! When my father died a few years back... As the executor of his estate, I spent about a week going through his house trying to figure out what was important and what wasn't. He had started to do some of the organization, but hadn't done it all. And, in the end, it was a long and painful process to try to go through some of the paperwork that was decades old to see what was necessary and what wasn't. I made myself a promise through that ordeal that I wasn't going to leave this situation for someone to endure when I die. So, along came Suze.... And THANK GOD!!!!!!! I can keep my promise to myself and whoever has to deal with what comes next. Whether it be my husband or the person who is dealing with managing the details for the both of us. Nobody wants to face this stuff. But, the reality is, it's gonna happen. So, we took control of what it was going to be like. In case of an emergency, now, we grab the cats, our blue box and walk out the door. Love yourself enough to take the stress out of an emergency. Love your loved ones enough to take the stress out of trying to figure out your life after you are no longer able to tell them. GET THIS BOX!!!!! 04-19-09

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