2 – Create Your Financial Plan Book



Getting organized will help you to be more efficient and effective. In this course you will learn:

  • the four parts of your personal money system
  • what your personal money strategy is
  • how to optimize your income
  • how to organize your bills and not miss due dates
  • where to store your emergency fund
  • a digital and physical filing system for your financial documents
  • how long you should keep different types of documents