do you have concrete knowledge about all your family’s financial accounts?

When it comes to financial information, there are so many accounts to keep track of; bank accounts, credit card accounts, loans, retirement accounts, accounts your grandma started you years ago and you forgot to close. The list goes on and on.

Do you know the login and password for each of those accounts and how much money they hold?

Do you know all your monthly bills and how each is paid?

Every month you have SO many payments. Are you sure that you are using all of the services you pay for?

Would you notice if their price went up?

If you had to get a new credit card, would you easily know which of the bills would need their autopay information updated?

how much time do you waste recovering lost usernames and passwords?

Do you know your username and password to your AppleID?

Your Pandora account? The Walmart or Target app?

Your child’s daycare? Amazon?

The list of logins goes on and on.

No worries friend, I’ve created something to help you get this important info organized.

the get your financial info organized challenge includes a 30+ page ebook and 9 worksheets.

The ebook will guide you through the process of getting your login and password information organized. The ebook includes tips to make the process as easy as possible, including a tip on how to reveal stored passwords in Chrome.

the 9 worksheets included cover:

  • $$$ Accounts (savings, retirement, investment, etc)
  • Debts (credit cards and loans)
  • Utilities
  • Recurring Payments (monthly bills)
  • How Bills Are Paid
  • Memberships
  • Giftcards
  • Login and Password Information
  • Life Insurance

What people are saying…

“This challenge was exactly what I needed!  I get so frustrated when I have to call customer service for help because I’m locked out.  This ebook made it so easy to get all my information organized and the worksheets were perfect!”

-Stacia N.

“It’s a really wonderful program.  I would recommend it to everyone.  Thank you Sarah for helping me get my financial information together and organized.”

-Connie N

Great tip on how to find passwords; directions were clear and helpful! Worksheets were easy to use.

Chris F.

What grade would you give yourself in regards to how organized your financial information is?

before the challenge:

Average Grade = C

After the Challenge:

Average Grade = A

are you ready to get your financial information organized to help both you and your loved ones?

get your financial info organized challenge

19.00

Getting your financial and login information organized is one important step on your journey to a more organized and efficient household.

This challenge includes a 30+ page ebook and 9 worksheets to help you get your financial information organized!

The ebook includes step-by-step instructions to guide you through the entire process.  It will help you brainstorm various accounts (that perhaps you’ve forgotten about!)  It includes helpful tips for uncovering hidden passwords that might be stored in your browser.  And when paired with the worksheets, will make getting your login information organized a breeze!