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Annual Financial Planning - Behind the Scenes Look

January 22 2018 by Katie

I want to let you in on some behind the scenes work I do to create my annual financial plan!

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Behind the Scenes - How I create my annual financial plan!

January 21 2018 by Katie

[embed]https://youtu.be/WhvY7azkJ_4[embed] I am excited to let you in on some of the behind the scenes work I do to create my annual financial plan! These are the exact steps I take to set up my [...]

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Create Your 2018 Vision Board

January 15 2018 by Katie

“A goal without a plan is just a wish” – unknown

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Create Your 2018 Vision Board!

January 14 2018 by Katie

[embed]https://youtu.be/7NDAkO4-B94[embed] To take our vision from a wish to reality, we need to create a plan! One of my favorite ways to begin planning is to create a vision board because the [...]

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Create Your 2018 Money Boss Vision!

January 08 2018 by Katie

[embed]https://youtu.be/FB5phg5ESuA[embed] Dr. Stephen R. Covey says in his book The 7 Habits of Highly Effective People to "begin with the end in mind. How can we do this with our finances? Let's [...]

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Create Your 2018 Money Boss Vision

January 08 2018 by Katie

You need a vision or plan to Be The Boss Of Your Money!

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Be the Boss of Your Money in 2018!

January 03 2018 by Katie

Become the Boss of Your Money and Live Your Money Dreams!

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Be The Boss Of Your Money in 2018!

January 01 2018 by Katie

[embed]https://youtu.be/AYzXf3QbRbA[embed] My favorite part of the New Year is the sense of having a fresh start! Let's view this fresh start as an opportunity to begin a journey to evolve and grow [...]

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Creating Financial Fitness!

December 19 2017 by Katie

[embed]https://youtu.be/Wp9C7O3WREI[/embed] The challenges to creating a strong relationship with money are similar to those we face in our relationship with health and physical fitness. Let's talk [...]

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Holiday Financial Bucket List

December 13 2017 by Katie

[embed]https://youtu.be/Es2bqEjxX1M[embed] The best memories of the holiday season are those shared with people we love. To create a fun and memory filled holiday season we don't need to spend tons [...]

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