Operation Organization

Posted on 8-17-2021

We’re transitioning to a paperless world, and it can be hard to figure out how to best organize a mix of online and physical documents.

Don’t let your finances suffer because this!

In this week’s episode of Real Wealth® Weekly, Heather Lindsley, of Guided Path Financial Services & Retirement Planning, brings us Professional Organizer Janet Fishman to tell you her best tips to improving your organization skills.

Click here to listen to this week’s program.

For more information, contact:

Heather Lindsley, LUTCF, RICP, LACP
Guided Path Financial Services & Retirement Planning