Money Date – Are Your Financial Priorities on Track?

Money Date – Are Your Financial Priorities on Track?

What is Money Date?

With the busy lives we have, it’s hard to stay on track. Remember, that you get what you focus on. And you only have so much time in a day. Remember my power list?

I hope by now you have identified your financial goals. When do you want to retire? When do you want to buy your next house, next car, take that vacation or send your kid to college? These goals should have specific dollar figures attached to them and specific dates.

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?

Meet once per Month and discuss the following:

  1. Review your goals
  2. Review overall situation

Using this method doesn’t take a lot of time and is virtually effortless.  I like to do this on the weekdays, maybe Wednesday 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 Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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