Organizing Your Information

  • November 4, 2018
  • By: Greenpath Financial Wellness
  • GreenPath Financial Wellness is a trusted national nonprofit with more than 60-years of helping people build financial health and resiliency. Our NFCC-certified counselors give you options to manage credit card debt, student loans and homeownership.

If something were to happen to you tomorrow, do you have all of your financial information in one place? I know I didn’t. We are on this challenge of owning our money and taking control of our finances. A big part of this is shifting your mindset.

The vast majority of people are unorganized. We don’t always think about color-coding or alphabetizing.  We are not wired that way but we can get there.

If you want to make your financial goals a reality, it’s important to prioritize organizing your finances. GreenPath can help you feel empowered to take your money and get it completely under your control.

By getting organized you can make strides at achieving big goals, such as: paying off your student loans, taking a real vacation, buying a car or buying a house. Organizing your finances makes this easier to accomplish.

So today’s challenge is to write it all down and organize your financial information. Yes, put everything down. Print/download this worksheet. Fill in all of your information and then place the sheet in a secure place.

This could be a lockbox or it could be a password-protected form on your computer.

Pro tip: Save your worksheet and your password worksheet in 2 different locations. Make sure someone knows where they are (including you!).

#NoSpendNovember #MyMoneyShift

Dusti Young Dusti Young has a passion and energy for spreading financial wellness. Through her former role at GreenPath, she connected people to financial wellness by working with GreenPath’s partners.

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Greenpath Financial Wellness

GreenPath Financial Wellness is a trusted national nonprofit with more than 60-years of helping people build financial health and resiliency. Our NFCC-certified counselors give you options to manage credit card debt, student loans and homeownership.

GreenPath is a non-profit credit counseling organization. GreenPath’s goal is to offer guidance and support to individuals seeking to manage and overcome financial challenges through education, financial counseling and debt management programs. The information provided is for educational purposes only. Consulting with a licensed financial advisor and tax advisor is recommended before making any major financial decisions. GreenPath is not a debt settlement company, credit repair company, credit repair service, nor does GreenPath provide debt consolidation loans. By using this website, you acknowledge and agree that GreenPath is not responsible for any financial decisions you make based on the information provided on this site.