Tips For Organizing Your Financial World

To change your basic patterns of living, set aside a few minutes every day to visualize reaching your legacy goals.  Also, begin to create opportunities to stick to your changes:

(1) Give yourself a small task each day,

(2) schedule it into your routine and

(3) make it too convenient to pass up.  For example, if you are trying to keep track of your spending, have a basket or file where you walk in the door and put down your bags.  Immediately throw your paperwork in the file.  The first step to the process is done and was quick and painless.

Implementing these changes may take a few days or weeks, but don’t despair as it can take a number of weeks to change your engrained routines.

Here are some suggestions to implement on a daily basis:

~ Organize your financial files (taxes/years/important documents/financial statements/etc.) in a convenient locale near where you pay your bills making it easy to quickly put your important papers away.

~ Set up your financial information so it can be easily viewed in a five minute check-in each day.  That way when you log onto your computer in the morning it’s an easy choice to get in the habit of checking in on your on line finances.  Use one of the many free and secure “my accounts” functions that banks and brokerage institutions now offer to their clients.  This will allow you to efficiently and quickly monitor and reinforce your commitment to understanding and monitoring how your money is working for you.

~ Leave a file folder right where you walk into your home and file receipts, old statements, etc.

~ Create a file for all of your daily cash receipts so you can track and understand where your money is going.

~ Use a convenient monthly budget that tracks all bills, as well as your monthly cash expenditures by setting it up in a place you use every day, like a computer or a pad of paper near your daily organizer. 

~ Set up an area that is only for working on your finances.  Have an inbox for statements, bills and a filing system within hands reach. 

Contact Tama
Tama Borriello, author of "...And the Money Will Follow; 29 Ways in 29 Days to Change Your Finances Forever" is a certified financial planner,
financial advisor in the  Bellevue and Seattle, WA. area.  Tama is a financial planner for women, specializing in finance planning for women.

Tama Borriello’s experience as an entrepreneur and a principal in two successful start-up companies laid the groundwork for her to put her practical experience in investment planning and wealth management to work as a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor for 10 years with a major national brokerage firm. Her focus is to help her clients shape their own vision for themselves and their families and help them achieve their vision. Tama is one of the founding members of a wealth management group comprised of a team of investment and financial planning professionals that offer services and strategies for families, trusts and companies throughout the Pacific Northwest. Tama also serves on the board of the East King County Estate and Trust Planning Council.  She graduated from the University of Washington with a Bachelor of Arts and is a board certified CFP®.  
 Contact Tama