Without a doubt, this is the first big hurdle I see people face. It's often the very thing that keeps them from taking action and getting support. But until you take that look whether it's a bill, a statement, or your entire financial landscape, you're stuck. Stuck knowing you need to look, but not knowing how or what to do and you stay stuck. Here's the thing, once you look, you can get into ACTION and that is where you have control, and that is how you get your power back.
I’ve created a holiday spending plan to help you keep track of your holiday gift spending. Looking at and tracking your money, whether it’s for the holidays or in life, is what holds you accountable to yourself. Having a clear plan for your gift and all the other costs associated with the holidays will help to prevent that regret when you see your credit card bill in January.
This checklist references the steps you can take on your monthly money date to help you feel more in control and connected with your finances.
A powerful way to strengthen your Financial EQ
Take this quiz to uncover your Money Archetype, understand your unique strengths, and learn practical ways to improve your financial health—by being true to yourself.
This quiz takes about 7 minutes to complete. Don't overthink your answers. You can't get this wrong. Your initial impulse is the right one.
© 2024 Sarah Penfold. All rights reserved.