Step Five – Organization

Podcast: Play in new window | Download

Amy Gauden joins Nick and Dave to review the Organization step in our Stratetic Reliable Blueprint process.

Watch on YouTube HERE

If you are just joining us now, please go back and listen to the first 4 steps so you are all caught up.

Our FIT Meeting Process

Step Two – The Foundation Meeting

Step Three – Vision

Step Four – Discovering Obstacles

Amy has been working in the financial field for over 21 years. She has vast experience and recently took on a new role in para-planning. She aids in data gathering for clients and prospects, and behind-the-scenes organization. She assists the financial planners as a “puzzle master” with all the clients’ paperwork and information.

Related: Exciting Announcement – Amy Gauden FPQP®

In order to get organized, you have to lay everything out on the table. In the past, most clients would come to us with a big box or folder of all kinds of papers and receipts. This still happens once in a while, but now, most things are online.

We will provide a complete review of all of your assets and liabilities, including:

• retirement savings plans
• investment accounts
• insurance
• property
• student loans
• mortgages
• other debt
• potential future income sources like pensions and Social Security

Looking at your income cash flow in this way will help you understand where your money goes and how your resources might be reallocated to help you reach your goals.

Tips for Getting Organized

• Get a portal where you can get all of your statements in one place (digitally).
• Having a plan to regularly review all important documents (two times a year)
• Get as many statements electronically as possible.
• Any paper bills or statements you get can be scanned and add them to a digital folder.