Category Archives: Financial Organization

Financial Organization: A Weekly Habit

Probably the most important habit of financial organization is maintaining your in-flow and out-flow systems. If you know how to handle each financial related tasks and their accompanying paperwork or electronic version as they come in, then it can’t pile … Continue reading

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Ebb & Flow of Financial Organization

By now you have a financial organization notebook, chronicling your goals and what gets in your way. You’ve also set up physical files to store your important financial paperwork. One area that my clients seem to trip up is in … Continue reading

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Wrestling the Paper Beast of Financial Organization

Now that the space where you handle your financial life is more organized, let’s tackle the paperwork that needs storing. I always tell my clients that what works for me may not work for them, and there is no one … Continue reading

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Physical and Visual Clues of Financial Organization

Today’s blog is dedicated to my Grandma Lois, who’s birthday is today, June 22. She’d be 114 if she were still alive. It was she who taught me how to balance my checkbook when I was 18 years old; we … Continue reading

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Simple Financial Organization By Starting Small

Now that you’ve answered the 3 key financial organization questions and explored your emotional relationship to money, let’s lighten up. Literally. Pull out your purse, wallet, briefcase or backpack. Chances are that if you’re feeling financially disorganized, then these areas … Continue reading

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Uncovering Money Beliefs: Your Financial Organization Foundation

As I help my clients create financial organization in their life, I find that it’s critical to understand the underlying emotional reasons that caused the situation. Don’t worry, I’m not talking about regression therapy or hypnosis; I’m not a financial … Continue reading

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Ready to Go At A Moment’s Notice

Recently one of my clients was unexpectedly hospitalized, and it reminded me that emergencies come in all kinds of packages. Whether a kitchen fire, an earthquake, or a trip to the emergency room, here are a few practical ways to … Continue reading

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