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Using a Financial Planning Checklist Can Help You Meet Your Goals

Success

The more often you use it, the more data you have to compare your past and present situations. Review your bank and credit card statements Even if you check on your bank accounts daily, pulling your bank and credit card statements can help you understand how the first quarter of the year has gone.

Goals 297
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5 Long-Term Financial Goals and How to Achieve Them

Success

The timeline of a long-term goal generally isn’t strict, giving you plenty of time to review and adjust your goals as you go. Pay off major debts Expected time: 5+ years Account types: Credit card debt, mortgage, student loans, car loans Getting out of debt is essential to the success of your other long-term financial goals.

Goals 234
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Lessons From Past Recessions

Success

Having a plan in place can also help you find some silver linings and free your mind to see some of the opportunities a downturn can present. As part of your financial plan, consider the following: Review your finances. Start by reviewing where you stand financially to get a clear overall picture of your financial life.

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44 Ways to Kick-Start Your New Year

Success

I want to evaluate my cost-of-living expenses and see where I can cut back. I just started my own business, and I want to evaluate my income versus my expenses to see where I am currently, with the ultimate goal of hitting the salary I want to make. Review your expenses as a couple. Cut up credit cards.

Mentoring 345
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Grow Your Business With These Eight Processes Every Business Should Have

Stephanie LH Calahan

Watch slide #3 in this short presentation for more on why this works.   As you review this list, think about the impact and implications of each item to your business.  Have a reliable way to understand the expenses and assets that your business has.  1 - Financial Management.

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Handbook for Life: 52 Tips for Happiness and Productivity

Stephanie LH Calahan

Cut down on the number of accounts you have, cut down on your credit cards, spend less, reduce your bills.    Review goals. Setting goals is important, but the key to making them a reality is actually reviewing them (at least monthly, but weekly is better) and taking action steps to make them come true.

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Three Reasons You Need to Convince Newbies They Need a Website.

Men With Pens

We want to hear about what we’re in for and be able to find reviews. And we’d rather choose a person with a presentable photo versus someone who might be a better match. Regardless of whether you have a website, people are eventually going to start talking about your business on user-generated content and review sites (like Yelp).

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