Paper Fix Thank You

Congratulations!

You’ve taken the first step toward organizing and securing your records for the future. Now, it’s time to put everything into action. Below, you’ll find a practical checklist to guide you as you implement what you’ve learned, along with information on how to continue your journey with personalized coaching and share your thoughts on the course.

Your Next Step: Action!

Use this checklist to ensure you’ve completed each step of the course and are on track to organize and safeguard your records:

Module 1: 

  • Complete the Goal-Setting Worksheet to clarify your objectives for organizing your records. Review your goals to make sure they align with your priorities.

  • Set up the Paper Pipeline to handle incoming paper records (bills, statements, etc.).

  • Implement the Paper Organizing System to categorize and sort records as they arrive.

Module 2: 

  • Create an efficient filing system using the Easy Filing Guide.

  • Apply the Retention Schedule Template to decide how long to keep various documents.

  • Tackle any backlog of unorganized paperwork using the Paper Backlog Action Plan.

Module 3: 

  • Protect your important records by following the Security Tips to safeguard them from theft, damage, or unauthorized access.

  • Use the Storage and Destruction Guide to safely store or destroy documents you no longer need.

  • Organize your key documents (financial, legal, medical, and personal) into a binder using the Legacy Information Workbook.

Share Your Feedback

Your thoughts matter! I’d love to hear about your experience with the course and how it has helped you. Please take a moment to share your feedback or provide a testimonial. Your input helps me improve the course for future students.


Give Feedback

Need More Support?

If you’re feeling overwhelmed or would like personalized guidance as you implement your action plan, I offer one-on-one coaching sessions to help you stay on track and make the process even easier. Start by scheduling a FREE 15 minute call with Anney Ardiel to discuss your situation and find out how Anney can help.


Schedule Your FREE 15 Minute Call