Your 2020 Financial Wellness Organizer
Yowzers! 2019 has been a VERY full year.
For me, it's been a year full of zigs and zags. I’ve noticed that as we navigate the zigs and zags of life, there are often things that we put in the “Parking Lot” as we zip by. Back when I used to sit in lots of beige conference rooms and participate in corporate brainstorming sessions, the facilitator would inevitably field an idea from someone and write it on the big sticky note with “Parking Lot” scribbled across the top. This was the page where all of the ideas, questions, and comments that needed to be addressed by someone, someday would be captured. Parking Lot items were typically deemed important, but you probably weren’t going to talk about them that day…
Paying attention to our financial journey is something that often lands in the parking lot. It’s important, and we will deal with it…later.
So, when is the best time to organize your financial picture? The answer to that question is always the same….now!
Some might consider December a particularly good time to look more deeply at your personal finances, understand your numbers, and review your plans – it’s the end of the year, and it can feel really good to start fresh in January! And this month we’re also closing out a decade, so it may be an even better time to dive into your financial goals – and prioritize your wellness!
Are you ready? If so, download my new free Financial Wellness Organizer!
This new organizer is designed to help you consider important financial wellness questions and reflect on where you are in your financial journey today. Use this 4-step organizing worksheet to take your financial wellness out of the parking lot and give it the attention it deserves!
The Financial Wellness Organizer will guide you to learn more about:
Where things are (what kind of “things” am I talking about? Well, for starters…your money!)
Your money habits
Your financial goals
How you are protecting the things that important to you in your life
If you’re feeling a bit overwhelmed by your finances and don’t know where to start, this worksheet is for you. Print it out and get ready to take notes.
Remember, clarity cultivates confidence. By looking at these four areas in more detail, you will learn more about your finances – and yourself. So, print out the organizer now and decide when you are going to dig in. Mark it on your calendar. When you’re ready, sit down with a nice cuppa (or grab a glass of wine) and get curious!
Here’s to starting 2020 feeling financially empowered, knowledgeable and ready for whatever zigs and zags the next decade brings!
Sheila