Here’s from their Step #3:
Getting your financial house organized is a great way to begin on your path toward financial wellness.
There’s a lot of paper involved in financial matters — receipts, bills, invoices, taxes …. You can throw them all in box, but you also could sort them, assuming you need to keep them at all (hint: some you really want to keep, some you really don’t). If you keep them, for how long? This post overviews major categories of financial papers and recommendations about keeping them (or not).