The Millionaire Mindset

90

Today

is a

GreaT

d ay

Millionaire

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.


3. Choose the file names and
   categories you will use.


4. Label the files.


5. File the folders
   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.

The alphabetical files should contain one file folder for each of the following items

Airline Frequent Flyer Programs Bank Accounts Credit Cards

Clubs Creditors Directories

Educational Guarantees/Warranties Household Papers

Important Personal Papers Income sheets Insurance Policies

Investments Last Will and Testament Letters

Master Data Worksheet Money Worksheets Mortgages