■ feel stressed about money?
■ have files overflowing with paperwork?
■ have piles of papers on the kitchen island?
■ have accumulated mail?
■ not have a paper system?
■ want to go digital but don't know how?
■ forget to pay bills?
■ miss tax deadlines?
■ have uncertainty about how to organize tax information?
■ have unorganized end of life information?
■ have uncertainty about what to do with papers that come in?
■ have uncertainty about how to set up a budget?
■ learn how to organize and optimize your bills.
■ learn how to cut down on mail clutter and streamline papers that enter your home.
■ learn how to have effective conversations with your advisors.
■ learn how to get your budget numbers organized.
■ learn about the different categories of expenses.
■ learn the basics behind going digital.
■ learn how to create a system for current and archive taxes.
■ learn how to create a filing system for your household papers.
■ learn where to store VIDs (very important documents).
■ learn my fool-proof method for getting ready to file income taxes.
■ learn how to organize “end of life” information.
■ feel in control of your money.
■ never miss a bill again.
■ see a significant reduction in junk mail.
■ feel confident and prepared for tax season.
■ understand how to maintain a filing system.
■ spend less time searching for key papers.
■ spend less time on bills.
■ have confidence knowing your future plans.
■ have less paper clutter and more free time.
■ how to organize and automate your bills while cutting down on mail clutter.
■ how to organize your income and expenses to prepare for budgeting.
■ what key advisors are (accountant, financial advisor, insurance agent, estate planning attorney) and how to have effective conversations during meetings with them.
■ how to create filing systems for your home and life.
■ worksheets and checklists to guide you through each section.