Al and Lesia had their 20th annual financial year in review meeting during the first weekend in January. Here are a few questions from their meeting that might help you stay on track in 2023:
What is your savings goal for this year?
What behavior modifications are needed to ensure you hit that goal each month?
What future non-monthly expenses should you prepare for now?
What automatic transfers need to be created to reduce monthly financial stress?
Since increasing income and minimizing living expenses are two ways to improve cash flow, which one can you do with the least amount of effort?
How much money do you need to start saving each month to ensure your next vacation is paid for in cash?
By December 31, your life could look much different than it does now. What other questions would you add to this list?
