Hey there, friend!

In this episode of Clutter Free Academy, we sit down with Lisa Woodruff, founder of Organize 365 and creator of the PaperSolution Financial Binder. Join us as discuss the importance of organizing financial documents and how it can simplify estate planning and reduce stress for families.

Listen along to learn:

• Why everyone needs a financial binder, regardless of wealth
• The difference between a binder and digital solutions
• What to include in your financial binder
• Real-life stories of how organization saved families time and money
• Tips for getting started with financial organization

Lisa shares practical advice on how to begin organizing financial documents, including setting up a designated container for collecting important papers. She emphasizes the peace of mind that comes from having all crucial information in one place, especially during unexpected events like natural disasters or family emergencies.

You'll also will learn how to create a financial binder and keep things such as financial information easily accessible. Don't miss this invaluable conversation that will empower you to take control of your financial organization and protect your family's future.

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Guests: Lisa Woodruff

Links Mentioned:

https://member.organize365.com/shop

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