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Money tends to be a hot topic; one that many people get stressed out by. But, there are some things you can do to organize your financial information so you feel a little less overwhelmed by it.
Keep reading to learn 1 easy way to keep track of all your financial documents and accounts.
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Consider these (probably) familiar scenarios:
These are just a few examples of why keeping all your financial records organized is such a big deal. I’m sure you could list a few more scenarios from your own experiences.
But what if you need an account login when you’re out running errands? Or your spouse calls you as you’re heading into a meeting?
That’s the beauty of the Financial Information section of the Information Hub. All the important details in a convenient digital format, stored where you want it and accessible when you need it.
Maybe you have something not included in any of the above sections.
Or maybe you’d like to jot down some financial goals.
Or you just need a place to ‘run some numbers’ to help make a decision about a purchase or investment.
This is why the Notes section is included. It’s what you need it to be.
My brother was a branch manger for a consumer bank for 15 years. He is especially passionate about organizing and saving your financial information. He has witnessed first hand the value of making it a priority. Here’s what he said about having a front row seat to the devastation of not planning well:
It should be your bank’s goal to serve you. And that often includes offering you assistance with tasks like recalling your account number. But there are a lot of things that we cannot do for you as a result of security restrictions.
It is a heartbreaking experience to sit with a new widow (or widower) who has zero clue about their financial situation because their spouse handled everything. Suddenly they have lost their best friend, and they don’t even know how to financially take care of themselves.
We can give them direction on what steps to take, but we cannot always provide the access that they need.
Instead of having time to grieve, they are instantly burdened with stress.
It is understandable that one spouse manages the finances because they enjoy it or are naturally gifted at it. But I would strongly encourage that person to go a step further in serving their spouse by making sure that the financial information is organized and accessible.
It’s horrible to envision the sudden loss of a spouse. But the reality is, we often do not have a warning. It doesn’t matter whether you have debt or plenty of money. The greatest gift we can give our loved ones and ourselves, is organized and accessible financial information.
Starting to organize your financial information is just the beginning. For most people, financial information is something you need to refer to on a regular basis. And often, we are managing our accounts while on the go.
This Financial Information fillable PDF will unchain you from your home office filing cabinet. Having all of this important financial information with you at all times is a game changer!
If you’re already dreaming about how this can streamline all of the categories of managing your household, then you might want the entire Information Hub. There is no timeline for completing every section, but you will feel so prepared and organized once you’re done.
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