SERIES: Get Organized! Part ONE

Welcome to the latest series at – 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 One Understand why you are doing this in the first place.

Let’s face it.   We are all extremely busy.   The last thing we need to do is initiate another paperwork process just for the sake of what “might” happen.   I believe, however, that this process is an extremely valuable step toward maximizing one’s financial potential.   If you take the time to complete the steps in this series, you will discover areas where your financial plan is lacking AND also where you are winning (which is very satisfying to see).

Here are some reasons to get organized financially:

  • Control:   It is hard for the finances to run out of control when you are focusing this intently on your financial affairs
  • Improved financial focus:   We tend to improve that which we focus our attention on
  • We WILL die some day:   Our family will appreciate a clearly organized set of financial affairs

Organization and a great financial plan are two of the keys to the reason that Jenn and I have been able to experience financial freedom!

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  1. Peter R on May 10, 2010 at 10:47 am

    When I was broke and couldn’t figure out where all the money was going I decided to get very disciplined in tracking and organizing where things went (Quicken,etc). I would make it a point to get receipts on cash transactions, which ultimately led me to spending less on unnecessary items due to the fact that I would have to enter it in later(and justify the purchase).

    That habit I created when I was in that position(broke) carried over into my current position (not broke). In fact if I didn’t decide to do that back then I wouldn’t have been able to keep track of the income/expense effectively and would have been too bogged down playing “catch up” that I couldn’t focus on going out and making money.

  2. Bill Gallagher on May 10, 2010 at 3:31 pm

    Looking forward to this series. Really hits home for me and my wife. Organization is NOT our stong point and it by far the biggest reason that we have laspses in our budgeting.

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