FILE & FIND ME
Personal Information Management

File & Find Me is a service which creates order, clarity and systems in all your personal information.

 

I'm certain that you've found yourself many times overwhelmed by the huge amounts of important personal information in your life:

  • your finances - bank accounts, credit cards, insurance policies, investments 

  • your health - test results, medical summaries & expenses

  • your employment -  salary slips, contracts, recommendation letters, resumes)\

  • household bills and subscriptions

  • passwords

  • children and education - reports, grades, assignments, extra murals, hobbies

  • photos & videos

  • important documents - wills, passports, birth certificates etc

  • contacts' details

  • Nostalgia - memorabilia, trips, holidays


Most people keep this info in their email, on their smartphone , in various apps, in computer files, and/or in hard copy. A lot of it gets discarded either by mistake or because we think we will remember it (we don't).


As a personal financial consultant, each consultation  begins with organizing the clients' financial info. After they experience the advantages of the new order and management systems in their finances, many of my clients ask me to help them instill systems which suit them, for managing the rest of their personal information (and if they are self-employed – also for the info pertaining to their business).

 

Until now, I’ve done these only as part of financial consultation processes.

Now I’m offering this service unrelated to financial consultations – personal hands-on meetings as well as a lecture about how to bring PIM into your life.

So, if you feel an itch to start managing your personal info – I’m your go-to person.
Let's "File & Find Me" together. 
Let’s talk.

File & Find Me
It’s more than Order.
It’s more than Organization.
It’s
Management.

Personal Meetings

In our first meeting we will map out the logic for your own personal info management system.

We will list tasks and priorities, and decide what we’ll do together and what you will do on your own (following my guidelines).

We’ll start working! We’ll sort, scan, move, delete and create a TO DO list from things we’ll find as we work.

This meeting is usually at least 3 hours long. As we work I’ll be able to estimate the extent of the work needed to be done together.

The next meetings are normally shorter (1-2 hours each).

The total number of meetings depends on the extent of the initial state of your situation (i.e. "mess" :)), and your willingness and ability to apply they systems I recommend.

Outputs of an effective work progress with me

  • An organized (and backed up) computer

  • A streamlined smartphone

  • Papers and documents filed in order

  • A written list of all the systems that I recommended for you to manage your info, to  be able to maintain it by yourself

How do we work together?

  • Zoom meetings

  • In my office (with your laptop)

  • At your place (with your PC) if you live in my vicinity (Hod Hasharon/ Kfar Saba/Raanana) without extra cost

 

Benefits from the personal process

  • End to the feeling of suffocation created by the accumulation of duplicate pages·        

          and computer files

  • Great efficiency & time saving by retrieving information quickly, right when needed    (I teach lots of tricks re Gmail, WhatsApp and other smartphone apps)

  • Money saving

  • Extending the life of your computer and phone

  • Ability to make important decisions based on organized information

  • Less “where the heck did I store that” frustration

  • Peace of mind

Lecture

In my lecture you:

  • learn the guidelines for self-creation of a personal information management system;

  • relate to real-life cases (and be amused by some);

  • understand the tricks of big tech companies, which are often counter-order (and pocket!);

  • Get infused with desire to immediately start managing properly all your personal information

 

A unique lecture, 1.5 hours long (also possible by Zoom). To book a lecture – contact me