Description

HerMoney founder Jean Chatzky did a study on the correlation between financial organization and being financially well off. She found that 72% of the financially organized were financially well off.

That's more than enough reason for to get a financial filing system in place!

Learn about document timelines, filing options, and protecting your documents. Being organized puts you more in control of your money!

Here's a glance at this episode:

• [01:30] Statistical studies show that financial organization leads to better money management control.
• [03:53] Timelines for keeping or tossing financial documents.
• [09:11] Benefits to virtual filing systems.
• [09:50] Establishing a routine for processes and filing documents.

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This helps me support more people — just like you — to make the best money moves as they make their way to their dream life.

Resources mentioned in this episode:

Read "Get a Financial Life" by Beth Koblinger

Learn more about Jean Chatzky

Download the CGS Money Moves Packet

Check out Your Guide to Organizing Financial Documents