Part 3 New Year’s Resolutions: Choose Your First Step

Over the past couple of weeks we have been working to help you make, and keep, an effective financial New Year’s Resolution for 2020.  To recap:

  1. Link the new habit you want with a meaningful goal
  2. Select an area of focus to avoid getting overwhelmed

Today, we have some tools to help you set your financial New Year’s Resolution and make your 2020 a year of financial success:

  1. Assess the state of your current finances and financial confidence;
  2. Identify what actions you might take to improve financially; and
  3. Craft your financial New Year’s Resolution statement

Assessment of Your Current Finances and/or Financial Confidence

Identify which actions below will help you take a step in the right direction of achieving your vision for your future, and/or improving your confidence in your finances

Craft your New Years Resolution

Download this worksheet

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