Chapter One: Money, Communication, & Happiness

7 Simple Steps to Getting Financially Organized

The information you compile is vital to your future! It won’t take you as long as you may think.

Step 1. Complete the Credit and Debit Card Safety Record. 

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This is an easy step and an important one. Much of the information is in your billfold already, but you may have to find information from your credit card issuers to fill in addresses and telephone numbers. (Never keep PINs in your billfold.) Try to keep this record up to date. But be careful where you store the information.

Tools to use:

  • Download the preformatted excel form from called “Credit and Debit Card Safety Record” to print and file in a locked file drawer or safe or save as a password protected document on your computer.
  • Use an app! There are several apps that secure your passwords, pins and credit information such as My Wallet, Password ABC, Save it Save, eWallet and Safe!