Finish Rich Financial Organization System (March 2025)

Finish Rich Financial Organization System (December 2024)

Join us for our Finish Rich Financial Organization System event to learn how to manage your finances like a pro!

The purpose of organizational planning is to shift mindset from Consumer to INVESTOR. An investor buys assets, not liabilities.

In order to buy, one must know what they HAVE!

According to learn OUT loud , in the book "In Start Late, Finish Rich, David Bach takes the "Finish Rich" wisdom that has already helped millions of people and tailors it specifically to all of us who forgot to save, procrastinated, or got sidetracked by life's unexpected challenges.

In a motivating, swift read you learn how to ramp up the road to financial security with the principles of spend less, save more, make more, and most important, live more. And he gives you the time-tested plan to do it.

David Bach gives you step-by-step instructions, phone numbers, and website addresses, everything you need to put your Start Late plan into place right away. With David Bach at your side, it's never too late to change your financial destiny. It's never too late to live your dreams. It's never too late to be free."

The Wealth Mentality has 3 sessions to ORGANIZE your finances. Read pages 13 - 16 in the Finish Rich Workbook. Requirements:

1) A 4 inch binder

2) 15 dividers to set up the sections

3) A 3 hole puncher (available online, Target or Wal-mart for less than $5.00)

The Finish Rich Tax File Folder System
1. "Tax Returns."
2. "Retirement Accounts."
3. "Social Security."
4. "Investment Accounts."
5. "Savings and Checking Accounts."
6. "Household Accounts."

7. "Credit Card DEBT."
8. "DOLP™ Worksheet." DOLP stands for "Dead On Last Payment."
9. "Credit Scores."
10. "Other Liabilities."
11. "Insurance."
12. "Family Will or Trust."
13. "Children’s Accounts."
14. "Latte Factor®." Here is where you keep your Latte Factor worksheet.

I would add another section - 15. "Budgets"

Read review @ https://www.learnoutloud.com/Audio-Books/Business/Wealth/Start-Late-Finish-Rich/14582

Get ready to dive into practical tips and strategies to organize your finances and achieve your financial goals with ease.

Host or Publisher Wealth Building Series