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How to Create a Personal Financial Plan

Success

From there, you have an easy reference point for the rest of your financial plan. Referring back to our mission statement above, the goals set might be: I feel financially secure and experience abundance. Aggressively pay down credit card or other debt. I help my friends and family when they are in need. Goal : Traveling.

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5 Tools to Help You Automate Your Work

Office Dynamics

Choosing the right tool might mean selecting the best fax machine , which refers to choosing optimum working capacity for your work flow. An app such as Evernote can be linked to task running apps like Trello and Asana and even to your Google calendar. This is an interesting App used to schedule tasks for later reference.

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How to Get Organized Using Lists

Ian's Messy Desk

Here is a quick outline of some of the lists you can keep: Reference. These are a few of the lists he keeps on his handheld device: Account and $ numbers - credit card #s, PIN #s, etc. ( David Allen suggests some lists can be useful, fun, and interesting, that fit in the area of “reference” or “support.”

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The Three Day Productivity Retreat Everyone Needs

Productivityist

A wall calendar. All the books you’ll need to reference. Maybe you want to get out of credit card debt by a certain date. Whatever it is, get it down on a calendar. Completely Out of Credit Card Debt—July 15. Go deep on this list. Pens/paper/Sharpies. Snacks (avoid carbs at all cost.).

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The Three Day Productivity Retreat Everyone Needs

Productivityist

A wall calendar. All the books you’ll need to reference. Maybe you want to get out of credit card debt by a certain date. Whatever it is, get it down on a calendar. Completely Out of Credit Card Debt—August 15. Go deep on this list. Pens/paper/Sharpies. Snacks (avoid carbs at all cost).

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The tricky world of expenses

Practically Perfect PA

You have to decipher all of this by looking at the date on the receipt and in their calendar and try to work out what they were doing… Sounds familiar? It is a nightmare, especially if they travel abroad a lot and have loads of foreign currency in addition to the receipts and credit card statements.

Expenses 100
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Snail Mail 101

Clutter Coach

Put in your in box anything that requires you to take some action, whether it’s filling out a form, making a call or adding activities to your calendar. Keep files you refer to near your desk. Also shred credit card applications. Avoid decisions you don’t really need to make. old catalogs. paid bills*.

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