2025 New Year, New Financial Era Challenge
CATCH UP ON THE FULL CHALLENGE:
30 days of getting your sh*t together with your finances and making an impact with your dollar.
Week 1: Setting Financial Goals in Uncertain Times
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✓ How to set financial goals you actually want to stick to for the entire year.
✓ How to financially plan for economic uncertainty (and what to prioritize).
✓ How to make your goals realistic for your budget.
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Make a commitment to yourself: by Sunday you will have your top 1-3 financial goals written down so you know what you're working towards with budgeting in week 2.
Week 2: Budgeting For Your Values
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✓ How to identify your top values so you can use money to express your values while staying motivated to stick to your budget.
✓ How to curb mindless spending and be more intentional with your money.
✓ The process for reviewing your spending and creating a goals-based budget.
✓ Plus: easy ways to make more ethical decisions with your money.
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Identify 3 changes you can make to your spending habits that are more aligned with your values and financial goals.
Tip: Don't make big changes that are unsustainable or overly generic goals that can't be measured. The more specific the better! For example, instead of "spend less on delivery," your goal might be "only order delivery once per week."
Week 3: Pay Down Debt & Make More Money
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✓ How to navigate the challenges of being stuck in the cycle of debt.
✓ How to choose the best debt payoff plan for you.
✓ How to confidently negotiate a higher salary.
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Unbury.me: a free simple debt calculator that helps you weigh the difference between the Debt Avalanche or Debt Snowball method
Credit Karma: a free and trusted source for checking your credit score without damaging your credit
Week 4: Impact Investing
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✓ The different types of sustainable investing: ESG, SRI, and impact investing.
✓ How to get started and what to consider before you do.
✓ How to research and plan your strategy.
✓ Our honest thoughts about sustainable investing that we would share with Advisory clients.
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Need the basics of investing?
Take our FREE Investing 101 Workshop.Want to ask a professional about your current investments?
Book a FREE Portfolio Review with a Trainer Advisor.
