Setting your Financial Goals Setting financial goals is important to help you outline what you want to achieve. It is a crucial step in your planning and budgeting journey. What financial goals are the most important to you? Write them down then take a break and come back to it 24 hours later, or even …
Think of your monthly budget as a road map that will lead you to the goals you want to achieve – whether that’s to go on a trip of a lifetime, saving up for your dream home, or something as simple as saving up for a gift to yourself for all your hard work you’ve …
The first step in taking control of your finances is to understand your current situation. To do so, we need to dive into the basics below and I will ask you to provide a summary of your Savings, Debts, Income, Monthly Budget and Financial Goals. Let’s call this your Financial Report Card. This is an …