fbpx

A Fresh Start for Q2: Reflecting on Your Financial Goals

Spring weather has arrived in East Tennessee!  I don’t know about you, but I’m ready for more sunshine and longer days!  As we transition to a season of renewal, it’s a good time to take a fresh look at our finances. Today, I’m excited to guide you through a comprehensive financial check-in. As you walk […]

How to “Reset” Your Budget for a New Year

There is truly no better time to reset your budget than a New Year! The beginning of a year brings fresh new vibes and a renewed sense of hope for the future. Plenty of my successful clients got a nudge to change their finances over the holidays, and made a fresh start in the new […]

🎟 Don’t Buy a Lottery Ticket. Do this Instead…

You have likely heard that 70% of all lottery winners go broke within just a few years of winning a huge payout! When there is a record-breaking jackpot, millions of people stand in line to buy a ticket for the chance to be a lucky winner. Surely every ticket holder imagines that their fate would […]

Read this Before You Make Plans for Your Tax Refund

This is the big month where accountants are working overtime, and many people will be checking their accounts to see when a tax refund hits their bank. Though, if you have children, you may notice that your refund is a bit lower this year because of the advance sent to families in the fall of […]

Re-Evaluate!

Re-evaluate your financial goals

Re-Evaluate Your Financial Goals It’s important to review and reevaluate your goals.  I want you to do this at the end of every month or quarter.  This is especially true if you are new to budgeting because it takes 3 months to get good at budgeting and understanding your spending habits.   Questions to Ask Yourself […]

Make Your Goals More Achievable!

make your goals achievable

Break Your Goals Down! Make your goals achievable this year!  Goal setting can seem overwhelming, right?  You’ve got this big goal that you want to accomplish and it just seems like too much.  I’ve been there!  Sometimes people set big goals and never take the first step to accomplishing them because they are overwhelmed and […]

Reach your goals!

Reach Your Goals

Write it Down! For years I kept my “goals” in my head and never wrote them down.  You know what happened?  I didn’t reach my goals!  Write your goals down!  I can’t stress this enough!  Get your hopes and dreams out of your head and on paper!  By writing your goals down your focus on […]

SMART Goal Setting

January is one of my favorite times of year!  I love the beginning of a new year because it feels like such a fresh start.  I know we can start working on our goals anytime during the year, but there’s something about January 1 that fills me with hope for the future.  It’s a great […]