June 1, 2019  • Newsletter

2019 is almost halfway over. Can you believe it? Said differently, we still have more than half a year to go until 2020. Small changes in perspective like that – very much a glass half-full instead of half-empty approach – can have a dramatic impact on your financial health.

Here are some key items to think about this month as you reflect on the current state of your financial health and wellness:

  • Identify what you were most excited about spending money on last month. Was it a new shirt? Was it a cup of coffee at a socially-responsible business? Was it a fun gift to a student just celebrating their graduation? How can you prioritize more of those types of expenses into your budget going forward, perhaps while cutting things that you weren’t so excited about?
  • Contact a potential customer, client, or partner in your industry that will help you reach one of the goals you outlined for yourself this year. It may not feel little as you draft the email, but it will seem like a little step once the project comes to fruition.
  • Quantify your debt in real dollar terms, not “ish” ones. What do you really owe? What is the real number? By taking the little step of acknowledging where you are, you can start making a plan to pay it off, even if it seems insurmountable in this exact moment. (And by the way, quantifying something immediately makes it seem less insurmountable. It is no longer infinite. There is a real number attached to it.)
  • Plan a lunch or coffee meeting with someone you admire this month. Reach out to that person now so you have plenty of time to set the date and time and think clearly about what you hope to get from the meeting. Is it advice? Support? Encouragement? Belly laughs? If you go into the moment with some clear goals, you’ll be much more likely to accomplish them.

Want to diver deeper into figuring out what little steps you can take this month? We’re here to chat, either online or in-person. Sessions start at $110.

Final thoughts – cheers to the halfway mark, giving yourself the gift of reflection on your overall financial health and wellness, and small changes in perspective – they just may be the thing to catapult you all the way through the rest of 2019.





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