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#187: Financial Life Organizer
Episode 18719th April 2023 • Money Boss Parent • Anna Sergunina
00:00:00 00:17:27

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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:

www.mint.com

Paper versions

EPISODE SPONSORS:

Money Flow System - Download Free Money Flow Playbook and start automating your finances

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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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