I have always been organized and know exactly where something is when asked at any given moment. For me, having everything organized and in place, creates a calm and peaceful environment. When Scott and I became business partners, we immediately realized we were very similar and understood that being organized was an essential part of our business running smoothly.
In today’s electronic and cloud world, having everything at your fingertips, literally, makes for an easy find. We are required to submit documents for our clients on a regular basis and we do this electronically through email. I cannot tell you how many times we have requested documents from a new client, and they have to go on a search in hopes of finding them. The all too familiar “I know I have them but have no idea where they are” only creates unnecessary stress for you.
Having information and important documents stored in a file in your computer will provide easy access and everything in one place. It frees up space, declutters your home and also rids you of the paper collection you once thought you needed. You can create a personal file on your computer and then add sub files within that file for all your important documents such as insurance policies, closing documents, homeowner association documents, life and healthcare documents, photos, wills and important legal documents. You get the idea.
Having your files backed-up to a cloud storage is also important in case of a disaster. You should also keep important names and numbers for your doctor, family members, police department and medication list on hand, so you can easily access them in an emergency. If you missed our hurricane supply checklist which includes documents and supplies, you can access our previous blog here and download it for free.
You may feel uncomfortable with storing documents on your computer and I would suggest storing them on a zip drive and keeping the zip drive in a safe place as well as a back-up copy stored off premises of your home in case of a disaster. And, you can always store your documents in separate files in a plastic waterproof bin.