SERIES: Get Organized! Part TWO

Welcome to the latest series at JosephSangl.com – Get Organized!   It is extremely important to have your finances organized.   In fact, I believe that lack of organization is one of the top reasons that people do not reach the peak of their financial potential.   I am excited about this series especially because we will be releasing another FREE tool!

Part Two Prepare a list of all of your financial accounts

If you are a slightly or very disorganized person (like I used to be!), this is probably going to be the most difficult part of the entire organizational process.   It is important to gather together your financial statements so you can easily prepare a one or two page document that details your entire financial picture.

To speed up the process, we are PUMPED to provide a new FREE TOOL for you to consolidate all of your information in one place.   You can download a copy below:

Financial Accounts Form (MS Word) or Financial Accounts Form (PDF)

Below is a sample of how the information can be written into the file (Click to view a full-size sample).

Account Organization Snapshot

In the next step of this series, we will talk about specific types of information that you need to be sure to include on this document.

Read entire series

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