How to Create Goals that Leads to Financial Success | Renee & Shanice

Updated: Jun 7



Good morning Honeys, Happy Monday!


How is your morning going?

This week our focus is on setting goals and saving money to achieve them. Before we start saving money, we must have a reason. The reason why people don’t achieve their goals is that financially they cannot afford to focus on them. Whether your goal is to travel the world or to start a new hobby, you will need some coin to accomplish it.

Before we discuss a dollar amount, let us pinpoint what you truly want to achieve within your immediate future.


Begin with making a list of all the things that you want, from where you would like to spend your next vacation to buying your dream home. Don’t be shy, dream as big as you want too. You can do this planning with your partner but create separate lists. Include everything from having better relationships to paying off student debts. This list can take you a couple of hours to a couple of months to complete. Do not rush this process.


Secondly, create a Master List of all your goals based on the first section, that you would want to accomplish in a few years from now. Be clear by giving each goal time for completion. I work in increments of 5 years.

I wanted to purchase my first house by 25 years old, but I achieved it by age 24. Remember that goals are just a dream with a set timeline.


Finally, you must outline your values. Do you really want to buy that SUV, if your values are to save the planet and live off the grid in a tiny house? You must make sure that your goals line up with your current values to truly get to where you want to be in life. If the goals that you’ve chosen don't line up with your values, go over your list and edit it. Take your time in this step and think things through.

For example, you might want an SUV. Although it may seem out of sync with your eco-friendly mindset, you might be able to get a hybrid or an electric version.


Tomorrow we will cover what to do after you’ve chosen your goals and how to achieve them.


TTYL and by the way…Have a great day

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St-Zotique, Quebec 

J0P 1Z0

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reneeandshanice@gmail.com

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