Before you even get started with tracking and budgeting, it helps to have your hand on EVERYTHING you might need – this includes old pension statements, your income, bank log in details…. all of this is useful when controlling your finances.
You’ll feel like a rockstar if you put this together!!
Picture this – you’re on the phone to a mortgage adviser and they are asking you LOADS of questions about your income, outgoings, debts etc and you don’t know where anything is or what’s going on.
Not only is that embarrassing, but it’s downright frustrating for you and the person on the phone.
So imagine if you had EVERYTHING together in one place and you know what’s going on and how to answer each question in turn. Amazing right? So let me help you get started….
The Fearless Folder
The barefoot investor created the fearless folder which is a fireproof box filled with essential and useful information inside like a will and all the essential pension/insurance details that are needed in the event of someone’s death. It’s important that you keep this safe and secure. The last thing you want is someone running off with it!!
Getting yourself organised is part of the process of putting together a box of stuff that your family would need in the event of your death. Why not use this as an excuse and do it all at the same time to save duplicating your work!!
To download the freebie checklist, click on this link and it’ll take you right there!
Getting organised is so important – for your sanity and for your money! Once you have everything to hand, you’ll feel confident in knowing what’s going on, and then when it comes to TRACKING your net worth or debt pay-off plan for example, you’ll know EXACTLY where to go to find everything.
Until next time,