What does financial freedom look like to you?

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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?

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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. 

Download today's worksheet and learn how acting from empowerment and confidence can change your financial results. 

July 3rd - Does Money Make You Red, White, or Blue?

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Have you ever set a financial goal but find yourself consistently making choices that slowly steer you off course?

One of the keys to removing those tiny shifts is to make decisions in advance.

Rather than deciding money matter day to day, pick a time frame and set guidelines for yourself that make it clear what actions you will take (or not take).

• I will spend $10 at my weekly coffee date with B (plan to spend)

• I’ll add all new clothing purchases to a wish list until September 1st (plan to delay spending)

• I’ll review my financial plan twice per week for 20 minutes (plan to learn)

These guidelines entitle you to purposeful guilt-free spending, empower you to pause when it’s appropriate, and get you engaged in helpful routines.

The rules are easier to follow if you know it’s just for a short timeframe. Start with two weeks or a month and challenge yourself to stick to them JUST for that time frame. You’ll practice powerful discipline habits and start to see your small steps add up to big strides.

Download today's worksheet and get started on making the second half of 2025 amazing for your money!

July 2nd - Make Money Decisions in Advance

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It’s halfway through the year. Where are you with your money goals?

Six months ago you may have set money goals with the best of intentions:

• save more, spend less

• pay off debt and start investing

• earn more and stick to a budget

But life happens. Costs go up, motivation goes down, and let’s face it - moral support around finances is crack-a-lackin'.

That’s why now is the perfect time to pause, take a breath, and check in with your money - not so you can judge, but so you can discover:

• what has gone awesome?

• where do you need help?

• and most importantly, how can you make the rest of the year stellar?

Whether you’re ahead, behind, or somewhere in between, this midpoint is a powerful opportunity to course-correct and realign your money with your values and goals.

Download today's worksheet and get started on making the second half of 2025 amazing for your money!

July 1st - Where is your money at?

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