017: How to keep financial priorities on track

017: How to keep financial priorities on track

With the busy lives we have, it’s hard to stay on track. Remember, that you get what you focus on.

Here is a fun, effortless process and that will help you stay on track: Hence, the Money Date.

You can have a money date with yourself, your significant other or if you want professional advice or someone that will take an objective look at your finances. Here is what I propose you do.

Meet once per week and discuss the following:

  1. Review your goals
  2. How much money did you make?
  3. How much money did you save?
  4. Has your debt increased or decreased?
  5. Do you anticipate any unusual expenses?

Using this method doesn’t take a lot of time and is virtually effortless.  I like to do this on the weekends, maybe Sunday afternoon, so that sets the stage for the next week and gives you a progress report to close out the current week.

Let me know how your Money Date went!

 
Anna Sergunina
anna@adviceonly.net

I passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

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