If your finances are in chaos the last thing you need is another financial that book dumping a bunch of tasks (set a budget etc) on you all at once. In One Year to an Organized Financial Life professional organizer Regina Leeds and financial adviser Russell Wild replace financial chaos with simple financial goals broken down by month. The authors begin by guiding readers through an emotional audit of their history with money, ridding the work spaces of clutter, and organizing financial documents.
One Year to an Organized Financial Life covers many of the same topics as other financial books, budgeting, insurance, etc., What makes this book different is that instead of overwhelming the reader by just throwing a pile of financial tasks all you once tasks are broken down into digestible weekly steps to be completed over the course of one year. The author bases her common sense approach on what she calls "zen organizing" which underscores importance of good habits, not hype.
The authors provide step-by-step instructions on everything from preparing for tax season to improving spending habits. Savings and retirement options are not discussed in great detail, but the extensive resource section makes it easy to find the resources you need. By devoting the entire month of November to getting ready for end-of-year holidays, the authors drive home how planning ahead can alleviate the pain of unforeseen expenses. This book is an excellent start to creating a better financial future.