Your Financial Organization Tool
A Personal Info Organizer For The New Year
Our mission is to transform your vision of wealth. To help you pursue your goals for financial independence while living the life you desire. Ensuring you are building habits that lead to happiness through a successful career, wise investments, good health and loving relationships. In honor of the New Year, we would like to present the Personal Info Organizer – updated for 2024. We created this document to help you gather all of your important financial, legal, medical, professional and other account information in one place. This way, in case of an emergency, loved ones will have all the information they need. Utilize this tool into the New Year, and start the year strong, with a clean slate!
Organization To Reduce Stress
After you complete the Personal Info Organizer, you will instantly feel a sense of ease set into your body and soul. It will create a positive mood and reduce some stress! The simple act of organization will make you feel more grounded and in control. This is especially true for your finances, username and passwords, and establishing everything important in one place! Set an example for the future generations. Whether it’s your work environment, personal environment, and especially the documents on your computer for your financial life. Do the work now to feel the victory tomorrow! In other words, organization is something you gift your future self.
How to Use Your Organizer
We designed the Personal Info Organizer with simplicity in mind. We know that this whole process to wealth does not need to be complex. This is especially true in the way we organize our information! Here is how to use your Personal Info Organizer:
- Look through the organizer to see what information you’ll need. If something doesn’t apply, no worries, you can skip it.
- Fill out the information in the digital format, or print the organizer and fill it in by hand.
- Decide where you’ll keep it. This information is sensitive, so be sure to choose somewhere that is safe and secure. Please also be sure to practice digital safety. If sending via email, please make sure you are using a secure email format.
- Tell a trusted loved one (ex. your partner, spouse or sibling) where your organizer is located.
- Treat yourself! You’ve taken a step forward to help your loved ones along your journey.
Do you have questions? Amida is here to support you every step of the way!
Amida Family Conversations
At your next family or friends gathering, embrace the topic of being organized! Encourage the topic of growth and expansion! Share the Personal Info Organizer with your friends and family and tell them to thank you later. Perhaps, you all make a promise to complete the info organizer and breathe easier, with a message of peace and relief, knowing all of your information is safe in one place.
Final Thoughts
In conclusion, organization will create ease mentally, emotionally, and physically! Gift yourself the gift of organization. Start with the Personal Info Organizer – found on the Home Page of www.amidawealth.com.
Always remember, Amida is one phone call and email away at experience@amidawealth.com!
