Week 1 – Have a Financial Game Plan

by Steve Georgoulakis, CFP® on Tuesday January 02, 2024
Posted in Category: Financial Game Plan, Wallet Workouts

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.

Athlete Jumping

Exercise 1

Jump into our Financial Health Assessment to identify strengths and uncover areas for improvement.

Two people meditating

Exercise 2

Visualize the goals you want to accomplish this year and beyond.

Man doing crunches

Exercise 3

Crunch the numbers you need to succeed using the SMART Goals Worksheet.

Join us for 7 Wallet Workouts


Jan. 3 Have a Financial Game Plan

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Jan. 10 Spend Less than You Earn

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Jan. 17 Save for Emergencies

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Jan. 24 Use Debt Responsibly

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Jan. 31 Protect Your Life, Loved Ones & Possessions

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Feb. 7 Save and Invest for Your Future


Feb. 14 Rest & Recovery

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Feb. 21 Prepare Your Legal Documents

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