Like many during this time of year, you may have found certain documentation painful to retrieve and scattered in several locations. Maybe a life event added to the strain of pulling all this documentation together. But there’s good news: you can create a system to quickly file and find anything you need financially. Let’s look at the steps you can take to retrieve things quickly.
Track Action Items
Get a system for tracking your action items. These need to get incorporated into a ‘to-do’ list that you review every day. Ideally this list travels with you throughout the day. This way you can add to it or take care of items in between appointments. This can be a digital or a hard copy list.
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