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Before you set new year financial goals or resolutions – listen to this episode!

You may be excited to set new year’s resolutions and goals with your finances this time of year, but if you’re not careful, you could be getting ahead of yourself. Don’t set yourself up for failure, check out our New Year New Money Checklist FIRST. It will help you lay a really solid foundation from which to build from!

Get ready to make your new year financial goals a resounding success in the new year!

In this episode, Kelsa talks about her 7 Steps to laying a really solid foundation with your new year financial goals for coming year.

  • Step one is setting your intention. So firming up your wife for pursuing financial growth and progress in the new year.
  • Step two is reflecting on your wins and losses in the past year.
  • Step three, reviewing sinking funds and savings accounts. In other words, for any projects or special occasions and just everyday type expenses that might be happening in the new year.
  • Step four is the year end checklist, getting organized and completing the annual tasks or at least getting them on your calendar of when you’re going to complete them.
  • Step five is your health and wellbeing intentions.
  • Step six, lessons for the kids. 
  • And step seven is adopting a growth mindset around money.

Related links:

Get the New year, new $$ checklist Kelsa mentions in the episode here:

Podcast episode: What is your one word for the year

Podcast episode: New years resolution super episode

Podcast episode: How your finances and fitness are connected

Annual Credit Report

If you are interested in learning more about how we can help you with one on one financial coaching please call us at 480-788-4588 or email us at or learn more here