Dec '25 • Weekly Newsletter
A Gift For You!
In Episode 89 of the Female Finance Collective Podcast, financial planner and money coach Meri-Li walks through the process she uses with her clients to complete a thoughtful, approachable year-end financial review.
Together, we talk about what to reflect on, what to consider moving forward, and how to create a financial plan focused on your goals and theme for the year.
As our gift for you, we put her checklist into a downloadable document for you and created a workbook you can use as you make your way through the tasks.
We can't wait to hear how you use this tool. We'd love to know how it benefits you and any feedback you have.
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A Gift For You!
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