4 Moves to get Money Goals on Track

Engaging with your money gives you the power to create your version of financial freedom. That is so much easier said than done. Sometimes the best intentions, goals and dreams start well, but come off track.

Here’s 4 money moves to get your finance goals back on track.


Don’t avoid your money. Take this step to learn. Find resources that work for you podcasts, books, seek advice but mostly get curious about you, your purpose and what you want your money to help you achieve.

  • Learn about you, your beliefs, your money habits.
  • Learn how money works and the daily money skills you’ll need
  • Learn about long term money and investing

Knowledge is power. Get to know you. Get to really know your money.


Without a Plan, goals are just wishes. Make a plan. Write it down.

  • Where are you going?
  • What do you want to achieve?
  • By When?
  • Is it realistic?
  • How will you know when you’ve arrived?
  • What actions will you take to achieve it?

Planning is key to moving a dream from imagination into a concrete goal and achievement


A plan is only any good if you act on it. Take small consistent actions toward those goals, regularly.

  • Make money a daily habit.
  • Stay consistent with your spending plan
  • Save and Invest regularly and often
  • Learn more as you go
  • Celebrate milestones


No plan is ever perfectly executed. So make time to review your plan, your actions, your goals.

  • Set a regular Money Date with yourself to check in and address what’s coming up
  • Review your habits and beliefs, are they supporting your goal and plan?
  • Review balances, saving and spending amounts
  • Amend your plan and actions if needs be

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