Page 95 - The Millionaire Mindset

Strategy 4-2:

Gather the materials for your
Money Mastery Filing System.

Step 1: Create the filing system.
Every system will be tailor-made for your specific needs, but generally will contain
files for receipts, bills, statements, contracts, agreements, records, and personal papers.
There are two main parts to the filing system. The first is your alphabetic files and
the second is a Bring Forward System containing 17 files.

Alphabetical Files
To create your alphabetical system:

1. Purchase 50 regular size red
or yellow file folders.
2. Purchase a two-drawer file
cabinet.
Today 3. Choose the file names and
is a categories you will use.
great 4. Label the files.
day 5. F i l e t h e f o l d e r s
alphabetically.

Bring Forward System
To create your Bring Forward System:
1. Purchase 17 regular size green or white folders.
2. Number 12 files, one for each month, with a thick marker.
3. Number 4 files, “WEEK 1,” “WEEK 2,” etc.
4. Label the last file “NEXT YEAR.”

Separate these files from the Alphabetical Files if possible.

How to use the systems.
Airline Frequent Flyer Programs
Clubs

MillionaireEducational
Important Personal Papers
Investments
Master Data Worksheet
The alphabetical files should contain one file folder for each of the following items

Bank Accounts Credit Cards
Creditors Directories
Guarantees/Warranties Household Papers
Income sheets Insurance Policies
Last Will and Testament Letters
Money Worksheets Mortgages
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