When was the last time you scheduled a hot date…with your money?
Just you and your finances. Candles. Rose petals. Red wine. Maybe some Marvin Gaye. (“Helps to relieve my mind, financial healing, baby, is good for me…”)
Just like you (hopefully) set aside quality time for the people you love and the causes you care about, it’s important to carve out time to focus on your money, too.
Now is the perfect time to do your Annual Money Review.
Whether you have $1,000,000 in assets or -$23 in your checking account and overdraft fees (sis, I have been there), you need to do an Annual Review. This is an important, non-negotiable date regardless of how much you currently make.
Not sure how to do an Annual Money Review? Never done this before?
My team and I made a beautiful workbook for you and it’s free!
This workbook is short, sweet, and powerful. Just 10 questions for you to answer.
Set aside an hour or two. Go through these 10 q’s and complete the checklist at the end. I promise, you will be glad that you did.
Whether 2020 was a fabulous financial year for you, or really painful and difficult, do the Annual Money Review. Take stock of where you stand, what you want to create in 2021, and what to focus on next.