Business coach Nicola Wilkes came to us with several folders packed with paperwork and a shaky grasp of what was in them. Here we'll see what she gets back, discuss her next steps and make sure her financial paperwork stays minimal and manageable.
Read MoreSay goodbye to the unnecessary paperwork that’s been cluttering up your house and life. We’ve digitised the paperwork that can be kept as a soft copy and now it’s time to shred the superfluous.
Read MoreIn Step 3 of our financial decluttering process, clients deliver their financial paper trail and then we work our magic to divide it into three types — things they need original copies of, things they can keep digitally and things they simply don’t need at all.
Read MoreStep 2 of our financial decluttering process is the part where the client hands over everything they’ve got and we go away and make sense of it. It might be in folders, envelopes or a carrier bag. This is where clarity begins..
Read MoreFor us, financial decluttering is an important part of giving our clients clarity. In this five-part series, we’re going to show you how we do it.
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