Filing - Jenifer

Jenifer didn’t like her filing system because it just didn’t make sense. It wasn’t that she wasn’t smart enough to figure it out; it just wasn’t intuitive for her. After trying several systems, none of which worked, we finally figured out how to connect the paper with the system. As I asked Jenifer some questions we began discussing the financial software she used – Money. As we talked about the categories she used for organizing her financial data it became clear how she grouped things together. I had her print a copy of her categories from the Money program and we began moving her folders to match. Within a few minutes she could see the system and knew this was going to work. She too (like Barb) started filing immediately. Recently Jenifer told me that she hasn’t had a “To File Pile” since.