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Blog: Minimizing Financial Clutter
52 WEEKS TO FINANCIAL ORGANIZATION - #44: Reflections on the Journey



The last week of the year is always a time of reflection for me. Some of my reflections are quantitative:  How well did my business do this year?  (Not bad, considering the economy.)  How closely did my husband and I stick to the spending plan we set up last January?  (Pretty closely, actually.)  How does my end-of-year weight compare with my beginning-of-year weight?  (Ahem…)  Other reflections are more qualitative:  Am I spending my time on the people, things, and activities that are most important to me?  How well am I walking my talk?  What changes do I need to make in 2010 to align my behavior with my priorities?
During 2009, I have focused my blog on weekly steps you can take to get your "financial life" organized.  This final week of the year is the perfect time for you to celebrate your organizational successes.  If your financial files are set up, or your vital documents are organized so that you or someone else can find them in an emergency, then you are well on your way to financial organization.  Congratulations!
If you're new to the blog, or simply not as far along as you had hoped you would be, don't beat yourself up.  Use this week to prioritize the tasks that remain unfinished, and schedule time to work on them in 2010.  All of my previous blogs are still posted, so you can go back to get your "homework" for the weeks you missed.
Your Homework for This Week:
·         Take some time to quietly reflect on your successes and challenges in 2009.
·         Set your priorities for 2010, and schedule time for them on a regular basis.
·         Evaluate your state of financial organization.  Review my previous blog posts to see if there are tasks you still need to complete.  http://www.onlineorganizing.com/BlogList.asp?sort=organizer&schedule=55&name=Katherine_Trezise
 
One of my goals for 2009 was to complete my "52 Weeks to Financial Organization" series of blogs.  Well, I didn't quite make it; this is week #52 of the year, but this blog post is only #44.  Sometimes life gets in the way of our best intentions.  The good news is that, in many cases, we have the opportunity to begin again when we don't quite make it the first time.
 
Many years ago, I heard another professional organizer say that "organization is a journey, not a destination."  Wherever you left off at the end of 2009, your journey – and my journey -  towards organization can begin anew in 2010.  Happy Organized New Year!  
 

posted on: 12/27/2009 11:30:00 AM by Katherine Trezise
category: Finances


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Minimizing Financial Clutter


by Katherine Trezise

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About Katherine:

Katherine Trezise is president of Absolutely Organized, based in Baltimore, MD. She is president-elect of the National Study Group on Chronic Disorganization. Katherine holds a masters degree in business administration, is a Certified Professional Organizer® and a Certified Professional Organizer in Chronic Disorganization®. Absolutely Organized specializes in helping people organize their homes, paperwork and financial records to make room in their lives for the things, people and activities that are most important to them.

Katherine's Website:

www.absolutely-organized.com




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