I’m so excited you’ve signed up for the 3-Day “Organize Your Financial Life” Challenge! Before we dive into Day 1, let’s take a few minutes to prepare.
Having the right documents on hand will make the challenge easier and help you complete each task quickly.
Here’s what you’ll need:
- Bank statements (last 1-3 months)
- Credit card statements
- Loan statements (mortgage, auto, personal, and student loans)
- Investment account statements
- Recent pay stubs or income records
- A list of monthly bills and expenses
- Any outstanding debts or liabilities
- Contact information for contact organizer
Don’t worry if you can’t gather everything right away. Just try to get as much as possible ready so you can hit the ground running!
Why is this important?
Organizing these documents will help you better understand your cash flow, assets, liabilities, and document important contacts. You’ll be able to confidently complete the action steps each day without scrambling to find information.
Day 1 starts tomorrow:
- Cash Flow and Expense Tracking
Tomorrow you will receive the first email for the three day challenge.
I’ll see you soon for day one!