5 Money Goals to transform your new year!

Happy New Year!!

I trust this email finds you at peace, enjoying your day and celebrating us going into 2022!

Did you set up your New Years resolutions or is this something that you dread? Do you have a money goal for this year?

If you’d like to read more about how to move the needle on your finances this year without kicking and screaming, here’s what I suggest.


6 Money Goals That Will Transform Your Year

  1. Learn about finances Many of us have been conditioned and programmed, especially women, that we aren’t good with numbers and that money is man’s thing. You can start out this year by deciding to learn more about how to make, keep and grow your money. If you haven’t already read my guide on “The top mistakes women make with money and how to fix them” you can click here to get your guide and start there.

  2. Save I know, we’ve all heard about saving more money and the first thought that comes to mind is “I don’t have enough to save at the end of the month” or “I still have too much debt to pay for before I can start saving.” I invite you to open up an emergency account first and save up at least 3 months worth of expenses and separately you can open up a “wealth account” that will become your golden goose. You’ll use this account to invest, to have money work for you instead of you working so hard for your money.

  3. Break up with Debt They say that the average American household carries a balance of $15,000 in debt. Set a goal of how much you will pay off in debt this year. If you can pay off the whole thing, great, if you can’t, don’t beat yourself up. Just set up a plan of how much of your debt you will chunk down. And you can still carry debt while you are adding some money to your wealth account. This is all about paying yourself first and creating new habits.

  4. Set an Income Goal Look at your different sources of income, your investments, your job or business. How much do you want each source of income to make for you. They say that wealthy people have an average of 7 sources of income. How many do you have set in place? If you want to achieve financial freedom, start thinking of investments that can create money for you while you are sleeping.


5. Commit to finding support

Look for a mentor, teacher, book author, financial planner that can support you in setting a plan for your financial future. That can help you learn in a fun and exciting way about money. This is key! When I first started learning about money I surrounded myself with mentors and teachers that inspired me and were ahead of the game. I wanted to learn from them so that this path would be exciting vs. boring.


6. Get your affairs in order

Make sure to carve time out and create or update all your important documents (wills, power of attorney, passwords, funeral arrangements, etc). This will be a gift of peace of mind for yourself and your loved ones. If you’d like to join our workshop to do this in a group setting so that you have the commitment, support and accountability navigating this boring subject please contact us to get you in the workshop.


I look forward to hearing about your financial goals and what you’re setting yourself up for to start shifting your life. You have the power to change your financial destiny!