Have a Financial Game Plan
by Steve Georgoulakis, CFP® on Tuesday January 07, 2025
Posted in Category: Financial Game Plan, Wallet Workouts
Tagged with : Wallet Workouts
Posted in Category: Financial Game Plan, Wallet Workouts
Tagged with : 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.
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