How to Manage, Organize and Plan for Your Financial Goals in the New Year

How to Manage, Organize and Plan for Your Financial Goals in the New Year

Donya also recommends building a vision board to help visualize your goals for the year ahead.

12.27.2021 - By: Anastasia Barbuzzi

In our final #HoneYourHabits episode of the year with guest advisor (and dear friend) Donya Khandan, we discuss her favourite ways to manage, organize, and plan for your financial goals. The conversation was insightful to say the least!

Donya’s methods hinge on something basic yet foundational to your success: honesty. In fact, “getting honest with yourself” is the very first thing she recommends doing before tackling your financial goals. Her process is as follows: 

STEP #1: Get honest. There is no one else in control of your financial well-being but you. There is no one else to blame for financial mistakes you made in the past. You are the only person who can impact the state of your finances moving forward, so be truthful about what’s gotten you into the state you’re in and what you’ll do to get yourself out. 

STEP #2: Write down what you want. Note taking and writing things out in your own words is an old but effective trick to manifesting and mapping out your future. The way you register things is unique to you, so articulate the finer details and get clear on exactly what you’re hoping to achieve. 

STEP #3: Ask yourself what you need to get there. By “there” we mean your goal(s). If the answer is getting help from someone else, there’s absolutely no shame in that. Assess the situation and make moves accordingly.

…That’s it! 3 simple steps to a streamlined, accomplishable game plan. It sounds easy, but we know that putting your pride and ego aside and asking for assistance is the hardest part of the process. 

If you want to know more about how Donya and I have managed to get over that hump – although we’re not always good at getting out of our own way – we recommend listening to episode 48 of $HMONEY Radio.

What are your favourite ways to manage, organize, and plan for your financial goals? Tell us in the comments!

P.S: Thanks for tuning in, as always. 💚

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