Use your Things to Do List as a reminder to prevent important tasks from “slipping through the cracks.” As you determine what needs to be done, record each task on your Things to Do List.

File them into your Financial Organizer, a pouch to hold your primary documents, and/or a flash drive or DVD or secured cloud or website to hold a digital version of them.

The Personal Filing System holds all your other financial documents. The Personal Filing System can be the start of an overall household filing system or augment one you already have.

Such as income tax filing or auto registration deadlines, using your own Financial Planning Calendar.

Organize your personal and family background information and data using any of the financial organizer or sheets such as excel.

Select financial advisors and financial product providers to assist you in making important decisions and implementing your financial plans.

Obtain a copy of your credit report and score, not simply as a matter of record, but also to ensure that the information is accurate to save you money.

When you have completed these steps, you’ll not only have your paperwork organized, you’ll also have a flexible system you can use for life. You will have at your fingertips the information base you need to make important financial decisions.

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