💰 Fund Your Vision, One Plan at a Time! 💼 We just wrapped up Day 2 of our 2025 planning, focused entirely on funding our vision for the year! Taking the time to have a big financial planning meeting, followed by quarterly reviews and weekly Financial Friday check-ins, has been a game-changer for us. Why? Here’s the breakdown: ✅ Big meetings set the tone: Reflect on the big picture, set intentional goals, and create actionable steps to reach them. ✅ Quarterly reviews keep you on track: Adjust as needed, celebrate wins, and realign priorities. ✅ Weekly check-ins maintain momentum: Stay accountable, catch issues early, and keep your financial goals front and center. Our agenda included: Reviewing all income streams and setting goals for each 💵 Mapping out savings: • 25% to retirement • 15% to capital savings • 10% for travel 💵 Planning investments for long-term growth 💵 Budgeting for travel and lifestyle goals 💡Pro tip: Meeting in a library study room or cozy coffee shop can make these planning sessions feel official—it really is serious business! Our goal for 2025: Stay aligned with our vision while building wealth and creating the life we love. What financial goals are you setting this year? Let us know!
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