✅ Week #5 Action Item: Organize your financial documents.

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

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

👉 Organize physical documents in a binder with tabbed dividers (sections below).

👉 On your computer, set up a folder called “Financial 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: 👉  Commit yourself to becoming financially organized. Set this as a priority.

💭 Habit of the week: 👉 Assemble (organize) any financial documents you receive this week.

💡 **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))

👉 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?

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**Get Ready Insiders:**

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

👉 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).

💭  **Are you guiding people with their money?**

💡  **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.

🗄️ **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.

🗣️ **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]