Create Your Personal Planner

The last couple of weeks have focused on clearing out paperwork clutter, organizing paperwork into a financial file box, an setting up an incoming paperwork basket. Today it’s all about the planner.

I first learned about the binder system through FLY lady back when my daughter was in elementary school.  It was a life saver because my time at home was limited it helping her with her school work, making and cleaning up after dinner, and bedtimes.  I still use a variation of the binder, although I have strayed away from it in some ways.  This planner is a slimmed down, simplified version that fits my lifestyle a bit better.

Start with a presentation folder and download The Art of Love & Money Personal Planner.

Imagine having all of your important paperwork in one spot when you are ready to deal with it.  You can take it to work with you, or in the car, you can work on your paperwork when you have the time – waiting at the Doctor’s office or during tumbling class or soccer practice, over your lunch break.  There are no limits to when you can get your to-do list accomplished when you have everything in an organized ready to go binder!  This one is slim enough it can fit in my (oversized) purse.

The files are customize-able, so make it work for you!

  • Meal Plan/Week at a Glance
  • Current To-Do’s
  • Mind Dump for all to-do’s
  • Bedtime Routine
  • Morning Routine
  • Weekly Routine
  • Weekly Check list
  • Monthly Budget (more on this next time.  For now just leave a blank spot.)
  • Current Bills
  • Outstanding Debts/ Overdue Bills
  • Copy of kids’ School Calendar
  • Birthday Calendar
  • Address List
  • Postage Stamps
  • Cards to send
  • Outgoing Mail
  • Extra Printouts of Weekly Planners & Budget sheets can be stored in the back.


ACTIONABLE STEP: Order your presentation binder, download the planner.  Save a copy for an original and save as for your own custom version.  Set your own routines and schedules – make it work for you!

skype-imageContact me! Send me an email and I can help you setup your personal planner to work for you via a Skype call!

I’d love to hear from you – I am looking for feedback – so please, get in touch if you are ready to get your financial life in order.  It is my goal to help at least 10 people this month organize their paperwork and systematize their finances.