As the year comes to a close, the 360Health team shares some tips from Money by Design on how to reflect on the year that was and plan for the year ahead.
2022 the year that was…
- How did you go against what you set out to achieve?
- Where have you succeeded and what have you learnt – be proud and celebrate this!
- Reflect on – where might have you gone better and could focus on in 2023?
Christmas and New Year….
- A special time to connect and often filled with emotion - emotion can often cloud spending decisions with most of us spending far more than we had planned
- Set spending limits – don’t set up for the January spending hangover
- Plan for experiences and time together – often more memorable and lighter on your bank account
- Enjoy the moment with friends and family! Make the most of our beaches and landscape
Where are you going in 2023…
- Take the time to plan – set some meaningful financial goals for the short (2023), medium (2024/25) and long term (2026+)
- How will you track your progress? Not tracking outcomes is a reason many of us make less progress than we hope for
- Are you and your significant other on the same page? Sharing your goals and keeping each other accountable and motivated can magnify your success
- What’s your plan to invest in yourself in 2023? New money skills eg understanding investing or improving accountability for short term goals with a reward for success.
Posted: 02-12-2022
