Dec '25 • Weekly Newsletter
Before You Set Goals for Next Year...
As we sit in this space between the end of one year and the start of another, this is a perfect moment to reflect.
Looking back at your finances for 2025 doesn’t mean reliving every mistake. It simply means asking a few honest questions:
- What worked?
- What felt hard?
- What do I want to do differently as I move into 2026?
If you didn’t pay much attention to your finances this year, that’s OK. Awareness is a great place to begin. Looking ahead to 2026, you don’t need to plan a full financial overhaul. One small, intentional focus is enough.
Tracking spending for a month. Paying a little extra toward debt. Scheduling regular money check-ins.
Any one of these small steps can have a meaningful impact on how you feel about your money.
If sitting down to reflect feels daunting, you don’t have to do it from scratch. We created a Year-End Financial Review Checklist and a companion workbook to help guide you through the process. Use them to write out your thoughts, notice patterns, and set intentional goals. This is also a great tool to use for your first money date of the new year.
If you want extra guidance as you work through it:
- 🎧 Podcast Episode 89 walks through the year-end financial review step by step and explains how to use the checklist.
- 🎧 Podcast Episode 87 gives a quick, approachable overview of what money dates are and how to start using them without stress.
Wherever you are right now is okay. Acknowledging the past, choosing one small focus, and starting with intention is how real change begins.
Share one of your goals with us so we can cheer you on as you begin the new year!
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Before You Set Goals for Next Year...
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