ORGANIZE AND SAVE

4 SIMPLE WAYS TO ORGANIZE YOUR FUTURE
 
You’ve probably heard in order to take control of your finances you should track every single cent you spend. You quit before you even begin because of the daunting task. There’s paperwork, collecting receipts only to lose them and forgetting when bills are due. It’s difficult enough keeping up with the simplest of tasks and bare necessities.


So, how do you track finances and build a stronger financial foundation? To stay on top of things, you need a system. It’s easier to track your finances if you keep them organized. You need to reduce the amount of information coming in; you need to keep all of your information in one place; and you need to assess your finances regularly.

Step 1: The Money First Financial Platform
The first step in organizing your finances is to choose a system. Our Money First Financial Platform is chalk full of beneficial features to help you get organized. From budgeting assistance to account aggregation and savings tools to text/email alerts, Money First collects and organizes your financial information into one easy-to-manage place.


Step 2: Simply Simplify
It’s important to simplify your life by reducing the amount of paperwork and eliminating unnecessary correspondence. Here are some few easy ways to simplify your finances:

• Stop unwanted credit card offers by using OptOutPrescreen.com. In addition to eliminating the temptation to apply for additional credit, credit card applications are a huge identity theft risk.

• Consolidate. Reduce the number of credit cards you carry. If you have bank accounts at multiple locations, combine them at a single bank. The fewer accounts you have to track, the easier it is to stay on top of them.

• Cancel accounts. Extra paperwork from unused accounts creates clutter and aggravation.

• Set-up automatic transactions and bill pay when possible. Does your employer allow direct deposit?  Set up automatic investments into your IRA. Automatic transactions make life simpler.


Step 3: Aggregate Information into One Place
It’s easier to take charge of your finances if you have a dedicated work space to store and organize them. Our Money First Financial Platform aggregates with over 13,000 financial institutions to gather basic financial information from all of your different accounts and then organizes it into one easy-to-manage place. No logging into multiple accounts; no need to memorize numerous login credentials; no more wasting your valuable time.

Step 4: Check In and Update
Our Money First Financial Platform automatically tracks and monitors your finances. The automation of such tasks allows you to check in on your finances regularly and it organizes them so they don’t get out of control. Maintenance and monitoring of your finances is a key ingredient to organizing your life for a solid financial foundation.


We bring a host of services that are tailored to secure your future.  The strategy is simple, we’ve selected a host of product and service providers that work together to ensure you achieve your financial goals.  Our partners are committed to bringing you valued products and services that give you the peace of mind and help secure your financial future.

GET STARTED TODAY! ITS FREE!
Simplifying your life, saving money on everyday spending and securing your financial future is but a few clicks away. From Basic FREE to Complete at $39.95 per month, we offer 5 plans to help you establish a solid financial foundation and start saving on your everyday spending today. Every minute that passes is yet another opportunity we can help you save. Pick your plan and get started today!