Updated: Feb 28, 2020
Goal Setting & Financial Planning
Beginning to get your financial house in order, you must begin with your goals in mind. This is your opportunity to visualize where you want to be. One of my favorite quotes from childhood was, “If you can believe it, you can achieve it. If you can dream it, you can become it.” It follows from Scripture, “As a man thinks in his heart, so is he. (Proverbs 23:7)” This is your time to reset, restructure, review and reach for an abundant life - LET’S GO GET IT!!
“If you fail to plan, you are planning to fail”
– Benjamin Franklin
Review your current financial status
Dream Big: Determine your WHAT & WHY goals
If possible add dates of completion to your goals
Increase savings to 9 months of current net income in case of employment status change.
Improve credit score to 750+ for better interest rate on necessary loans
Purchase a home with needed down payment of $______
Make a will/living trust and complete a Power of Attorney so my family won’t be concerned