The other day, I was searching for something in the reminders app on my phone and came across a list of simple financial goals. I had completely forgotten that I used to record my financial goals in this app! Naturally, I got curious and started digging to see just how many years I’d been doing this. These goals dated all the way back to 2017!
Each year, I added a new list with straightforward goals—things like:
- Budget and track spending every month.
- Pay cash for all expenses.
- Save $X.
At the time, these goals seemed small, but they were incredibly impactful. There were years when all I wanted to do was stick to a budget and avoid debt. It wasn’t flashy, but those simple goals laid the foundation for everything else. Over time, they gave me clarity, confidence, and the ability to focus on bigger dreams.
As 2024 winds down, it’s the perfect time to reflect on your own finances. Here are a few questions to help you start planning for 2025:
- What worked well with your finances this year?
- Where do you want to see improvement?
- What financial changes would make the biggest difference in your life next year?
If you’re unsure where to start, you’re not alone. Many of the people I work with felt overwhelmed or stuck before we started coaching. Together, we created a plan tailored to their life and goals—and it made all the difference.
As a financial coach, I help people like you:
- Pay off debt (for good).
- Build savings (sometimes for the first time).
- Create clarity around their goals and the best way forward.
- Feel confident about their finances, so they’re a source of peace, not stress.
If you’re ready to take the first step, let’s talk! Click the link below to schedule a free, no-obligation call with me. We’ll explore what’s possible for your finances in 2025 and how coaching can help you get there.
Take the First Step
Whatever your goals for 2025 may be, I’m rooting for you. Let’s make it a year of clarity, confidence, and big wins!
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If you have a list of things you’d love to do but can’t see how to make it work with your current financial situation—and you’re tired of trying to figure it out on your own—let’s chat. Book a free call with me, and we’ll figure out a way forward together.
