New Year Financial Check-in

It's that time of the year again – let's do the New Year Financial Check-in. No fancy spreadsheets required, just grab your comfiest sweatpants and a snack because we're about to dive into the thrilling world of adulting🥹.

1. Spills the money Beans ☕

Reflecting on our past mistakes make us better including our financial mistakes. So, it’s time to talk with your bank account and have a little chat. See how it's been holding up and brace yourself for what you’re about to hear! Spoiler alert: it's probably been through a lot, just like the rest of us.

2. No Escape from Budgeting👛

Budgeting – the art of figuring out where your money disappears to. 

Open that budgeting app, google sheet, budgeting template, or our trusty notes app and dissect your spending habits. Did you spend more on your closet than groceries? Welcome to the club! 🥂

3. Your Financial Safety Blanket 🚑

Emergency funds are like that one piece of clothing at the back of your closet where you only wear it on special occasions. Check in on yours – is it looking a bit neglected? Has it lost its touch? Time to give it a little financial clean up and bring it back to life.

4. Shake Things Up 💸

Ever heard of the saying “don’t put all your eggs in one basket”? Well, investing is basically that! Move your money around so it can move you further! Stock market, gold, real estate? Shake things up a bit.

Remember, the new year financial check-in is your chance to give your finances a little pat on the back. Cheers to budgeting, shopping, and surviving another year of adulting! 💰🎉