Week 1 – Have a Financial Game Plan
by Steve Georgoulakis, CFP® on Tuesday January 02, 2024
Posted in Category: Financial Game Plan, Wallet Workouts
Posted in Category: Financial Game Plan, Wallet Workouts
Happy New Year!
It’s time for healthier finances… and a wealthier you.
This week’s workout:
Have a Financial Game Plan
- Start your financial training regimen with an honest assessment of your fiscal health.
- Set money goals for the year and target areas of your financial life that need strengthening.
Exercise 1
Jump into our Financial Health Assessment to identify strengths and uncover areas for improvement.
Exercise 2
Visualize the goals you want to accomplish this year and beyond.
Exercise 3
Crunch the numbers you need to succeed using the SMART Goals Worksheet.
Join us for 7 Wallet Workouts
ACHIEVE FINANCIAL FITNESS LIKE NEVER BEFORE!
Jan. 3 Have a Financial Game Plan
Jan. 10 Spend Less than You Earn
Jan. 17 Save for Emergencies
Jan. 24 Use Debt Responsibly
Jan. 31 Protect Your Life, Loved Ones & Possessions
Feb. 7 Save and Invest for Your Future
Feb. 14 Rest & Recovery
Feb. 21 Prepare Your Legal Documents
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