#187: Financial Life Organizer
Not everyone is a master at staying organized.
What if I told you that there's a tool that can keep all of your important financial information in one place? A tool that you can easily share with those who need access, and find the information yourself whenever you need it. I call this tool a financial life organizer, and it can be the saving grace you didn't know you needed.
No more searching through piles of paper or scrolling through multiple apps – with a financial life organizer, you can keep everything in order and at your fingertips.
Sound good? Let's get organizing!
Anna's Takeaways:
Who's Going To Pay Your Bills
Main Contact For Your Estate Planning
Online Life
Resource:
Email Anna for a copy of Financial Life Organizer template at anna@mainstreetplanning.com
Check out online tools:
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EPISODE SPONSORS:
Money Flow System - Download Free Money Flow Playbook and start automating your finances.
SUBSCRIBE & SHARE:
Want to be the first to know when new episodes are released? Click here to follow me on Apple Podcasts! IT’S FREE!
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