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 3. Complete the form, My Electronic Accounts, Passwords, and PINs.

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Be sure you keep this information in a safe place. Do NOT keep this information in your purse or billfold where it could easily be stolen.

Tools you can use:

Download the preformatted excel form from called “Electronic Accounts Re‐ corder” 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’!

Got some of your own recommendations? Share them in the Private Facebook Group for mentees.