Financial decluttering – Step 3 – Keep, scan, can
In Step 3 of our guide to financial decluttering it’s time for us to report back. You’ve delivered your financial paper trail and we’ve worked our magic to divide it into three types – things you need original copies of, things you can keep digitally and things you simply don’t need at all.
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If you are an existing client we may have worked on decluttering your finances before. All existing clients can take up this service at any point in time.
Check out the other steps here on IFAMax:
Step 1 - How we’ll tackle your paperwork