Calling all Divas! It’s time to become your family’s self-appointed C-F-O (Chief Financial Organizer)! At DivaCFO we firmly believe that organization is the first step to improving your financial life. That’s why we’re encouraging you to accept your new title as CFO. To start, you’ll need a record-keeping system so you’ll know where things are when you need them. A well designed, colorful and fun system will become an integral part of your life and help save you time and avoid the frustration of misplaced documents. In addition to helping you, keeping your financial documents organized will be critical if you ever need someone to find these important records should you become disabled or just need some help.
Dare to design a record-keeping system that fits your unique needs & lifestyle
A record-keeping system that doesn’t suit your household’s specific needs and preferences is bound to fail, because you’re unlikely to maintain it over time. If you love pink, then make it pink and you’ll be drawn to it and use it often. Your system can be simple or elaborate. How you organize files depends on your needs, your circumstances and your budget. If you have children or other people who you’re responsible for, you’ll want to create separate files for their expenses, medical records, etc.
Diva Tip: Jazz up your file system with stickers or photos to identify the person or place the documents are filed and add colorful labels.
Colorful organizational tools = success!
While large office supplies stores carry everything imaginable for filing and organization they’re often dull. Spice it up and you won’t dread the task! In addition to colorful file folders, why not get floral three-ring binders or accordion files with index tabs and colorful pens to get you excited?! We love Name Bubbles for labeling and we also love Vera Bradley file folders to make life more colorful! You can also visit DivaCFO.com for resources and organizational checklists!