(NOTE: We will use Financial Wellness Fridays as a way to provide insights on how financial and money professionals think about, lecture on and practice financial discipline. These posts will follow Tony Steuer’s Get Ready Formula and we will provide a summary of his weekly recommendations from this 52 week workbook titled The Get Ready Blueprint – A 52 Week Guide to Changing the Way You Think About Money. This is a true workbook with areas to pencil in responses, habit and journaling.)
- In week 1️⃣ you should’ve set your North Star, your mission to financial competency
- In week 2️⃣, you should’ve defined your goals and priorities
- In week 3️⃣, you should match you goals to the life stage you are preparing for
- In week 4️⃣, a plan gets put in place for Life Events (such as divorce, disability etc)
- In week 5️⃣, Tony walks readers through the importance of how to Organize Your Financial Documents
- In week 6️⃣, Tony discusses the importance of decluttering your financial documents…when to hold onto, and when to dispose of documents.
- In week 7️⃣, Tony helps you think about how to capture the value of all of your property contents
- Here is week 8️⃣, Tony details the proactive steps you should take NOW, so you are prepared when an emergency strikes
Do you know the steps to take in the event of an emergency?
- During an emergency you may have limited time to gather what you need, you may lose access to the internet or you may realize you’re lacking certain supplies.
- do you have critical documents in a safe, water proof and fire proof place that you can take with you?
- Do you have a meeting location set up for your family when you are separated? How about secondary locations? Is everyone confident in this knowledge?
- Do you know how to evacuate a building or location?
- Does everyone know the communication plan and how to execute it?
- Do you have fire extinguishers readily available? Does everyone know how to use them?
- Are you alarms functional?
Life is uncertain, and things can happen quickly. A critical emergency action list provides you a framework.
About Tony Steuer
I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry.
I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry.
