Get Financially Healthy in 2023
Everyone has different idea of what financial freedom looks like. The vision could include a fleet of fast cars, becoming debt free, providing support for elderly family members, international travel, retiring to the coastline, building a healthy investment portfolio . . . the list goes on and on.
Whatever your goal, it's important to create a plan to achieve it or run the risk of it remaining just a goal for forevermore. A plan needs focused incremental tasks to be successful. Here are 5 steps from the One26 team to give you a healthy financial start to 2023.
1. Get in the know
What income are you generating? What are your financial obligations? Money comes in. Money goes out. Are you keeping track of what’s going where?
2. Ask the big questions
Where are you now on your journey? Where would you like to be? Is there a path to get there? What are your priorities? What are the non-negotiables?
3. Set the BIG goal
Only you describe your vision; you dream the dream. What does financial freedom look like to you?
4. Turn your goal into a plan
Now is the time to talk to a One26 Financial Planner. Schedule an appointment and mark it on your calendar. Be prepared by listing the subjects you want to cover and your major and minor goals. . Together we can choose the objectives that will be your top priorities in 2023.This planning session is all about you and your needs
5. Follow through
As Dr Seus once said . . . apparently . . . "In golf, as in life, it is the follow through that makes the difference."
It is never too late to start planning. Contact our team today and get started financials@one26.com.au