Of all the steps in your financial journey, step 4 is probably the most difficult. This is the step where you take your actual monthly income and expenses and reconfigure them in a way that you can start working on your goals. You will be creating a map of where you’re money will go (also …
Category Archive: Your Financial Journey
Mar 11
Your Financial Journey: Step 3
Now that we’ve covered the first two steps (determining where you are and where you want to be), the next step is looking at your monthly cash flow and figuring out what you can do to make your goals happen. Here again, don’t be intimidated by the term “cash flow.” It just means the cash …
Mar 09
Your Financial Journey: Step 2
Yesterday I discussed the first step in getting your financial journey started, which was determining your current financial position. Today I’ll cover step two: Determine where you want to be. What are your financial goals? This seems simple enough. First determine where you are and then determine where you want to be. A lot of …
Mar 09
Starting Your Financial Journey
I think it’s probably safe to assume that most of us are not where we want to be financially. I know we aren’t. I also know that everyone’s financial situation is different. – Maybe you’re a young single person that recently graduated college and are just starting out. You probably have a fair amount of …



