The HAINES System™️ – Financial Documents

Posted on May 3, 2017 by Jeremy LeRay

The fourth section of The HAINES System™️ is for Financial Documents. These include stocks, investments, income, bank accounts as well as contact information for your accountant, broker and other financial professionals. Having all of this organized helps tremendously when it comes time for your taxes to be done, but is also good to have in order the rest of the year.

Though many of these documents may not be retained online, you still need to have access information and contact names and numbers easily accessible. The more of this type of preparation that is done, the easier it will be to keep it maintained as you go along – short-term loss for long-term gain!

The final section is for Medical Documents. Typically this is an issue near April as April 16 is National Healthcare Decisions Day. This is a time to reflect on your advance directives – do you have them in place, are they current (legal requirements and named advocates), do your loved ones know where you keep them? For more on this, watch for next month’s post.

The HAINES System™️ – Legal Documents

Posted on April 6, 2017 by Tanya

No one really likes to organize their paperwork, much less consider legal documents. But, once you have a handle on what you have, what you still need and where to find the papers, it will provide you with great relief.

When we think of legal documents, consider these: trusts, will, powers of attorney, funeral plans…Though not the easiest matters to discuss or to consider, it is essential you have these in place before you need them. Use The HAINES System™️ as your guide for getting these papers gathered, organized and maintained.

Next are Financial Documents. These can also be a bit overwhelming to consider, especially if your finances are not in great shape. However, consider the peace of mind knowing that you have all of your papers together, filed and in a place where others can access them on your behalf. This will include account information, how you pay your bills, who your contacts are and so on.

 

The HAINES System™️ – Household Documents

Posted on March 3, 2017 by Tanya

This second section is for Household Documents. It includes all the paperwork needed for your home – insurance policies, vehicle information, utilities, memberships and so forth. As with the first section, there is a comprehensive form to use listing all the possible documents you may have or need to have access to. There is also space to record other vital details you would like noted. This could be contact information for your insurance agent or property details (primary home, secondary home, vacation home, rentals…).

If you think about it, do you know right off where all of these documents are? Do you have the most current versions? Is your agent still the same person with the same contact information or have they left the business? Do you have an inventory of your household goods, including all of your technology? This worksheet will help ensure you can answer these questions as you need.

The next section will be for Legal Documents.

The HAINES System – Personal Documents

Posted on February 3, 2017 by Tanya

Could your family find your important documents if you were unable to communicate? The greatest gift you can leave them is peace of mind.

Do you have your military papers, insurance information or social security cards easily accessible? Take the time to get your documents gathered, organized and then maintained – for your peace of mind and that of your family’s. This first section of the five included (Personal, Household, Legal, Financial and Medical) covers the items we all need – education papers, passport information, military documents and so forth.

Every one of the five sections has a comprehensive list of documents for that topic. The worksheets can be used to track your collection as well as to provide contact information or to make other notes you need. 

The easy way to do this is to utilize The HAINES System, The Blueprint for Organizing Your Important Documents. For us, HAINES stands for Having All Important Notes Executed and Secured. The goal is to help guide you through the process of accomplishing this needed task. Since it is one most do not care to address, we have taken the difficulty out of it. We have taken the research out of it. We have taken organizing the structure out of it. All you need to do is to follow the book.

Next month, the post will be about the Household documents.

NHDD – 3 months away

Posted on January 16, 2017 by Jeremy LeRay

nhdd-logo-square

National Healthcare Decisions Day (NHDD) aims to help people across the U.S. understand the value of advance healthcare planning.

Do you have your living will and powers of attorney completed? Do your loved ones know where they are located? What about your other important documents? The greatest gift you can leave your family is your having planned for when you can no longer communicate.

If you don’t know where to begin, look at The HAINES System™️. This is the blueprint for organizing all of your important papers. Having All Important Notes Executed and Secured. With this system, we use five major categories to help you get organized: Personal, Household, Financial, Legal and Medical.

The important thing is that you talk with your loved ones and that you organize your papers now when you are well and ready. Then, you can relax knowing you understand the value of advance healthcare planning!

 

 

 

New year…new opportunities!

Posted on January 1, 2017 by Tanya

 

 

With a new year comes all the usual commitments to making and keep resolutions. We all do it. We make them and they last for a few weeks if we are lucky. So, what happens? Why are we unable to maintain them? It’s simple. They are not reasonable. Here are some ideas for creating resolutions that you will keep:

  • pick just one thing you want to do differently in 2017;
  • break it into at least four parts;
  • write it down – one part every few months; and,
  • enjoy meeting your goals!

Here is an example:

  • I want to improve my sales and earn more money in 2017;
  • 1 – CRM, 2 – mobile office, 3 – holiday card list and 4 – re-assess;
  • by April 1, I will utilize my CRM and schedule time every week to follow up with potential and current clients, by July 1, I will get my mobile office organized so I am always prepared to make a sale; by October 1, I will make my list for holiday cards and order them (great way to stay in touch and to re-connect with people); and by January 1, will re-assess my goals for 2017 and make similar goals for 2018.
  •  CELEBRATE!!

By breaking up your goal like this, it makes it manageable and more likely you will achieve what you set out to do. Try it this year. If you have traditionally made resolutions that you have not kept, why not try something different this year? Let me know how it goes for you. I know you can do it!

Happy 2017 to you!

Happy 2015!

Posted on January 13, 2015 by Tanya

2014 proved to be a year of learning and transitions – both are always good when building a business. Thank you for your interest in Structured Chaos and for your business again this year. I look forward to working together in 2015 as well!

In the new year, will be working more with businesses and helping to provide productivity insights to improve their revenue. As I like to say, Structured Chaos is Empowering Businesses to Organize for Optimization! By gaining control over the paper and by streamlining processes, businesses can reduce expenses and worker stress while increasing their bottom line. What a great way to invest in the business and inspire staff!

As you think about what you want to accomplish in 2015, consider the investment of organizing and productivity to ensure you get the most out of the year. With just a little help from Structured Chaos you can focus on what you do best and what you WANT to do.

Sincerely and with great appreciation,

Tanya

Structure Your Chaos! Top Three Ways Professionals Undercut Their Potential

Posted on October 2, 2014 by Tanya

Next Thursday I will be speaking at the New Bern Breakfast Rotary Club on the Top Three Ways Professionals Undercut Their Potential. Even highly successful people can and often do learn new ways to become more productive and increase their successes. This topic will address the following three ways I believe all professionals can do better:

  1. Lack of organization
  2. Lost productivity
  3. Neglecting networking and collaboration

By getting your organization under control so you can increase your productivity allows for more time to network and collaborate. You will also be ready to accept that new client or contract and be able to do so efficiently so you can move on to the next project with ease.

A chronic lack of organization is systemic and though your clients may not see it, they will subconsciously react to it. As will your peers. Perhaps they would have referred a client to you but were not certain you were “ready and able” to respond. Or a client really enjoyed working with you but were hesitant to refer others to you because of this one quality they knew others would not react well to.

Once you get a handle on your clutter and you are able to produce more better, you are in a position to fully engage with others to truly reach your potential. For some this is not easy, but it can be accomplished and with the proper systems in place, it can be maintained. Come out next Thursday the 9th and learn much more about this topic!

If you are interested in having me speak with your group, please check out my signature speaking topics here.

Calculate YOUR Chaos – What is the Cost?

Posted on August 11, 2014 by Tanya

Are You Ready to Die?

Posted on July 16, 2014 by Tanya

I realize this is a difficult question to hear much less to think about, but it IS a reality. The unfortunate thing is no one plans for it. Truthfully, it will not affect us. We will be dead. It is our loved ones who will have to deal with all the repercussions of our unwillingness to face the obvious.

This became so clear to me as I was going through my parent’s things with my Mom. Thankfully, she is highly organized! I asked her to show me where things are kept – wills, powers of attorney, extra checks, log in information, statements, keys… Since she handles all this for her and my Dad, if something happened to her first, he would not know where these things are. My sisters and I will need to step in to help him.

The conversation is not easy to initiate, but wow what a great feeling it is to have and it. I know where my Mom keeps all their important papers and how to access her accounts when needed. The last thing I care to be concerned about when she is either ill or dying is how to pay her cable bill. I want to spend that time caring for her and loving on her. And, I want to feel free to enjoy both my parents for as long as I can.

Thanks to my Mom, my sisters and I can do just this. What an amazing a selfless gift she has given us! Now, that is true love.

Nine months from today is National Healthcare Decisions Day. This day, April 16th, is about having these conversations and getting your advance directives completed. Consider marking your calendar for an event near you.

Once you complete your advance directives, plan to get all your other important papers together for your loved ones by using The HAINES System™ This is a simple yet comprehensive system to guide you through collecting all your important documents and detailed information associated with them in one place. You can then tell your family, friends, professionals that you have completed your system and it is all easy to see and follow. It takes the worry out of the process.

Retire the Worry, Not Your Life!™

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