Forging Order from Chaos Pt: 1: Getting Financially Organized

In this informative session, we'll discuss practical strategies to help you:

1. Organize your financial documents and records

2. Streamline your budget and cash flow

3. Set and achieve clear financial goals

4. Simplify your investment portfolio and retirement savings

5. Reduce financial stress through decluttering

Here is a link to the checklist we reviewed. 

If you would like to "copy/paste" the system we discussed, you can use our Google Drive folder system by making a copy from this link.

How to Scan Documents using your iPhone or iPad:https://support.apple.com/en-u...

Keep It Simple Financial Planning is a registered investment advisor serving pre-retirees and recent retirees. Set up a complimentary Retirement Vision Discovery Meeting here.