JENNIFER HALEY, CPA
Hi there, I'm Jennifer Haley, CPA. I'm here to help business owners get a handle on their finances so they can get back to doing the things they love.
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FINANCIAL GOAL SETTING
🌟 Today's money matters tip is all about financial goal setting 😆
Okay, stay with me here...I bet a lot of you have already started to gloss over or even thought that first sentence was a little cringey. But TRUST me, goal setting is SO important in getting your finances in order.
Throughout the next months I am going to provide you with a lot of fun tips around saving and spending; without having any goals set, most of these tips will fall short.
Goal setting doesn't need to be this big thing. I am just asking you to take a few minutes, think about a few financial goals you'd like to reach and write them down on a piece of paper. Tuck that piece of paper in your wallet or a safe place where you can check back in on it.
Make these goals realistic, attainable and exciting. Do not make your first goal to save $1.5M for retirement 😴 My first financial goal was to pay off $5,000 of debt in one year. That is it! Here are some examples:
✔️ Save $1,300 for a vacation next year
✔️ Invest $50/month for my retirement
✔️ Pay $2,000 off my credit card in the next year.
Now get goal setting and let me know what ones you come up with!
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