Chapter One: Money, Communication, & Happiness

7 Simple Steps to Getting Financially Organized (con't)

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

Step 2. Complete the Vital Documents Inventory.

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Not all components of this inventory will apply to you, and some elements of your financial life may not be listed. Be sure to add them. You can complete this task fairly quickly if you know where your documents are located. Use a pencil, because you are likely to make location changes as you organize yourself.

Toolsyou can use: 

  • Download the preformatted excel form from called “Vital Documents Inventory” to print and file in a locked file drawer or safe, or save as a password protected document on your computer.
  • can store scanned documents in a safe online support platform. You can scan re‐ ceipts, business cards and documents safely. Scan your documents and upload them to If you prefer to scan and keep them on your own com‐ puter. Password protect each document and have an online backup tool like that backs up your documents in case your computer is lost, stolen or your computer crashes.
  • Got some of your own recommendations? Share them in the Private Facebook Group for mentees.