A Personal Info Organizer

Your Organization Tool Into The New Year 2023

A Personal Info Organizer For The New Year 2023

Our mission is to transform your vision of wealth. To help you pursue your goals for financial independence while living the life you desire. Ensuring you are building habits that lead to happiness through a successful career, wise investments, good health and loving relationships. In honor of the New Year, we would like to present the Personal Info Organizer for 2023. We created this document to help you gather all of your important financial, legal, medical, professional and other account information in one place. This way, in case of an emergency, loved ones will have all the information they need. Utilize this tool into the New Year 2023, and start the year strong, with a clean slate!

Organization To Reduce Stress

After you complete the Personal Info Organizer, you will instantly feel a sense of ease set into your body and soul. It will create a positive mood and reduce some stress! The simple act of organization will make you feel more grounded and in control. This is especially true for your finances, username and passwords, and establishing everything important in one place! Set an example for the future generations. Whether it’s your work environment, personal environment, and especially the documents on your computer for your financial life. Do the work now to feel the victory tomorrow! In other words, organization is something you gift your future self.

How to Use Your Organizer

We designed the Personal Info Organizer with simplicity in mind. We know that this whole process to wealth does not need to be complex. This is especially true in the way we organize our information! Here is how to use your Personal Info Organizer:

First, look through the organizer to see what information you’ll need. If something doesn’t apply, no worries, you can skip it.

Second, fill out the information in the digital format, or print the organizer and fill it in by hand.

Third, decide where you’ll keep it. This information is sensitive, so be sure to choose somewhere that is safe and secure. Please also be sure to practice digital safety. If sending via email, please make sure you are using a secure email format.

Fourth, tell a trusted loved one (ex. your partner, spouse or sibling) where your organizer is located.

Fifth, treat yourself! You’ve taken a step forward to help your loved ones along your journey.

Do you have questions? Amida wealth is here to support you every step of the way!

Amida Wealth Family Conversations

At your next family or friends gathering, embrace the topic of the New Year 2023! What did your family and friends learn about themselves this last year? What are they most excited for? Encourage the topic of growth and expansion – entering 2023 with an open mind! Share the Personal Info Organizer with your friends and family and tell them to thank you later. Perhaps, you all make a promise to complete the info organizer and enter into 2023 with a message of peace and relief knowing all of your information is safe in one place.

Final Thoughts

In conclusion, organization will create ease mentally, emotionally, and physically! Gift yourself the gift of organization this New Year 2023. Be sure to check out Thursdays blog about why we should organize into the New Year 2023. Clear out the old and bring in the new! Start with the Personal Info Organizer. Always remember, Amida is one phone call and email away at experience@amidawealth.com! Get in touch with us into the New Year 2023!



218 NW 24th street

MIAMI, FL 33127

Tel. +1305.809.0790

Email: experience@amidawealth.com


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