Get Ready! Money Pros Guide – Week 5️⃣ : πŸ—ƒοΈ Organize πŸ—„οΈ Your Financial Documents

βœ… Week #5 Action Item: Organize your financial documents.

πŸ‘‰ Organizing your financial life will make your life easier – you’ll be able to reduce stress and find the information you need.

πŸ‘‰ Getting organized will help you be able to find the information you need, when you need it.

πŸ‘‰ Organize physical documents in a binder with tabbed dividers (sections below).

πŸ‘‰ On your computer, set up a folder called β€œFinancial First Aid Kit” (with sub-folders for sections below):

– Personal papers and documents
– Assets
– Retirement Plans
– Home and real property
– Income
– Debt, loans, expenses and taxes
Insurance
– Estate Planning
– Identity Monitoring

⭐️ Pro-tip:Β πŸ‘‰Β  Commit yourself to becoming financially organized. Set this as a priority.

πŸ’­ Habit of the week: πŸ‘‰ Assemble (organize) any financial documents you receive this week.

πŸ’‘ **Get Ready Money Guide Tip**: Discussion prompts and ideas for those following The Get Ready Guide Kit ([access from your dashboard](https://www.tonysteuer.com/login))

πŸ‘‰ What’s working for you with organizing your financial documents?

**Want to get access to:**

– A deeper dive on each weekly action item with insider tips and fillable worksheets?
– A guided walk-through of The Get Ready Method?
– The Get Ready Toolkit, a library of resources and worksheets to help you be financially prepared?

Become a Get Ready Insider and you’ll have access to it all, and more!

PS. As an insider, you will also help support the Get Ready Newsletter and The Get Ready Money Podcast

Become a Get Ready Insider

**Get Ready Insiders:**

πŸ“ Access your guided walk-through, fillable PDF’s and worksheets for this week’s action item from your dashboard.

πŸ‘‰ Week 5 resources

– The Get Ready Blueprint Week 5 (fillable PDF)
– Personal Papers and Documents Worksheet – you can use this as a guide to organizing specific documents (Get Ready!/Get Ready Toolkit: Creating Your Financial First Aid Kit section).

πŸ’­Β  **Are you guiding people with their money?**

πŸ’‘Β  **Change the way you think about financial preparedness:** Join The Get Ready Money Guide Pros Group in The Insurance Nerds community. Integrate financial products and a unique framework into your personal life and professional practice using The Get Ready Method. Master financial literacy, wellness, and preparedness.

🀝 **Collaborate:** Share financial wisdom with other passionate money guides committed to empowering others. Help create a clearinghouse for financial literacy.

πŸ—„οΈ **Organize your finances:** The Get Ready method is an open-source, plug and play calendar system with weekly action items for you and your clients.

🧭 **Chart your course:** Define your financial journey, connect with thought leaders, and reshape money conversations.

πŸ—£οΈ **Amplify your voice:** Be part of The Get Ready Movement – change the way we think about money. Learn more **by joining [The Get Ready Money Guide Pros Group]

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.

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.