This Free 5-Part Challenge will arrive by e-mail every other day over the course of ten days. As a personal finance blogger of five years, I will walk you step-by-step what you need to do to finally gather and safeguard your most important personal documents. And like me, go from overwhelmed and unsure to confident that you have got your most important documents in order.
You will get a “stepping stone” path to follow to get your important personal documents together. Clear direction at a measured pace.
A plan that shows you which documents that you should be looking for in the first place.
Information that tells you exactly why keeping track of official copies of these personal documents really matters.
Clear direction to places to find replacement copies of papers and certificates that you cannot locate.
Tell Me More:
The challenge offers a simple system for double-checking that you have all the personal documents that you need.
Provides guidelines on how long to keep personal documents.
Includes a way to record for a trusted family member or friend where your personal documents are located in case you are unable to access them yourself.