August is for Education
Big financial goals don’t happen overnight, they’re built, day by day, through small, intentional habits.
It’s not just about having a budget or a plan; it’s about what you do each day to keep your money aligned with your values.
Things like:
-
checking your balances each morning
-
writing down what you [plan to] spend
-
reminding yourself why you’re saving
These simple daily habits may feel small, but over time, they create powerful momentum. They keep your goals top of mind, help you notice problems before they get big, and make your financial plan something you actually live, not just something you wrote down once.
Download today's worksheet and learn what your financial plan should really include:
July 6th - What do you want from your daily financial habits?
If managing money feels hard, you’re not alone, and it doesn’t mean you’re bad with money.
It usually means something is getting in your way.
If you think money matters are hard to deal with, the first step is to find out what specifically is keeping it them from being easy and removing those barriers.
Over at The Nerdy Organizer, July is Money Month, which means every day in July we’re posting coaching advice and a worksheet for FREE. Just visit NerdyOrganizer.com/july to subscribe to the month-long newsletter and access all 31 days of posts and worksheets, including: July 5th - Make Money Easy
Download today's worksheet and take some of the stress out of money:
Â
What does financial freedom look like to you?
[Read through to get your free worksheet —> ]
Financial freedom might mean something very different to you than it did to your parents, or than it does to your peer group.
Does it look like:
-
Confidently affording unexpected expenses?
-
Investing on a regular schedule?
-
Giving generously when and where you want to?
In order to know if you’re on the right path, first define what that goal looks like for YOU. Then as you’re designing your financial plan, you’ll start to see which actions will actually help you achieve your goals, and which ones just sound really good.
Download today's worksheet and learn what your financial plan should really include:
July 4th - What Does Financial Freedom Mean to You?
Â
Does money make you feel red (angry), white (afraid), or blue (sad)?
Money is more than just math - it's emotions. Everything we think and the actions we take are based on how we feel.
You're not alone! Feeling less than empowered around money is very common. Financial literacy is still lacking in most cultures, and financial success is often considered akin to goodness and morality.
If you want to change how you feel about money, change how you think about it.Â
Download today's worksheet and learn how acting from empowerment and confidence can change your financial results.Â
July 3rd - Does Money Make You Red, White, or Blue?
Â