How Do We Create A Money Goal Plan?
Working with Penny Wise is FUN! We employ a simple 4 step system to help you create a money goal plan that fits into your unique lifestyle. You and your money goal coach work together as a team to help you reach your money goals. You are never alone in the process; your money goal coach will be your money cheerleader from start to finish!
Find your values- If you’re feeling stressed about money, it could be because your spending and your values are out of alignment. That’s why the first step in the process is to find your values around money. Using interactive exercises, we determine your core life and business values (charity, friendship, wellness, etc) and how you believe money can be used to help you express those values.
Understand your goals- In order for your money plan to work, you need to have goals in place to keep you motivated to stick to your plan. The second step in the FUN! process is to understand your goals. During money goal coaching, you are given permission to dream big and let your imagination run wild with all of the amazing things you hope to accomplish in your life. We then work together to unwrap your dreams and turn them into actionable goals. We use your core values to ensure that your goals are in alignment with your values so your money plan is comprehensive in helping you live your life to the fullest.
Navigate- After we have clear goals laid out, we navigate our way to reaching your goals. This is the point in the process when we create a well-designed plan that maps out the steps necessary to reach your goals. You will have a clear system on how, when and where to spend your money both in your personal and business life. You will have an action plan that expresses your commitments on how you will reach your goals.
!Celebrate!- The final step is to !Celebrate! You have made amazing strides in creating and reaching your money goals and we celebrate your accomplishments. We like to celebrate throughout the entire FUN! process, but we have a big celebration at the end of your coaching program.
