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Getting Yourself Organized

Posted by Benjamin Coakley on Wed, Jul 25, 2018 @ 12:31 PM


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A WaypointRx Company 

One of the biggest challenges people face when it comes to their finances is getting - and staying - organized. Too often we talk with people who can't remember what they have, or where they put the paperwork that tells them. If you don't know what you have; how can you know that you are on the right track to reaching your financial goals? 


The good news is, there are plenty of tools out there that can help. Check out this video regarding the importance of staying organized, and to see some of the tools we use that can help you get there.



Download the Financial Planning toolIn addition to the tips in the video, we also recommend considering the following;

  • Review your goals and budgets at least once per quarter.
  • Find and utilize any financial tools that work for you to help keep you up to date and organized. We also recommend considering going paperless to make it simpler. 
  • Make sure someone (family member, friend, lawyer, advisor) knows where all of your personal information can be found in the event something were to happen to you. 
  • Purge any paperwork that is outdated or no longer relevant to minimize the time it takes to review it all.

If all of this seems overwhelming, don't worry, you are not alone. If you need help getting organized, reviewing your goals, developing your plan (financial, personal, retirement), we can help. Don't wait until it is too late to make changes, start TODAY. Click here for a checklist of recommended documents.


For more information, click the button below and set up an appointment with one of our advisors. 

Contact Joe Casselman

We also recommend you visit and check out our free webinar on Establishing A Game Plan for additional tips and tricks for finding and following your financial goals.

At WaypointRx & Pharmacist Financial, we take pride in helping pharmacy owners & staff pharmacists reach financial goals, make educated decisions, & develop financial plans that work best for their unique needs. Over the years we have helped hundreds of pharmacists enjoy inspired independence by achieving greater personal and financial success. As we begin each relationship, we invest a lot of time and effort in the discovery and clarification of each pharmacist’s unique situation and, most importantly, their financial goals.

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Advisory services are offered through Waypoint Strategic Advisors, LLC, a Registered Investment Advisor in the state of South Carolina.

Insurance products and services are offered through [Insurance company name], an affiliated company.

All matters discussed in this blog are for informational purposes only. Opinions expressed herein are solely those of Waypoint Strategic Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of South Carolina or where otherwise legally permitted.

Waypoint Strategic Advisors, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.  

Topics: pharmacist retirement plan, financial plan, Video, Blog, getting organized, pharmacist financial