Lesson 2 – Organize Your Financial Life in 60 Minutes

  • July 20, 2021
  • By: Greenpath Financial Wellness

Welcome to week 2! This step may feel overwhelming.  You may be thinking I have no idea how to organize my finances or maybe you are thinking, easy peasy my money is already organized.  Either way, we want to spend time getting things down on paper.   

Pull out your calendar and set aside an hour to get organized.  When that hour comes on your calendar pull this email back up and go through the following steps:  

Reasons To Budget

Pull out your calendar and set aside an hour to get organized. When that hour comes on your calendar pull this email back up and go through the following steps:

  • Complete the financial checklist
  • Download your savings tracker and post it where you can see it every day.
  • Once you finish your checklist, click here to set up an appointment with me.

When you schedule your appointment, make sure to choose my name in the dropdown so that you and I can connect.  In our meeting, we will talk about your vision, your checklist and we will review your credit report.   

And that’s it, you did it! 

In 60 minutes, you were able to complete the financial checklist, post your savings tracker and set up some time for us to review your information!  Getting organized is an essential step because when you know where your financial documents are, it is easier to check in on your money each week.   

Remember, we are on the path to financial wellness – one-step at a time!  

To access these money saving lessons, sign up today!