25 | My Five Step Process for Creating Clarity Around Your Money

If you feel overwhelmed by money, if you feel like you’ve tried budgeting before and it didn’t work, or if you just don’t pay attention to your money beyond knowing when your bills are due … then you’ll want to tune in to this episode. You do not have to be overwhelmed by negative feelings and limiting beliefs towards money. I want you to understand that you can experience ease with your finances and that money can bring you joy. I want you to be confident in your choices and your financial decisions. Today, I’m sharing the simple five step process that I use with clients to help them achieve money clarity and embrace a positive mindset toward their money. Take notes because these are the only five steps you need to bring consistency, growth, and a new mindset for the way you approach money. In this episode, you’ll learn... Why people generally feel stuck when they seek money help, and how you can shift your mindset to alleviate overwhelm and anxiety [02:53] How the five step process helps you create a spending plan that is doable and individualized [05:17] The importance of knowing your why—the reason you want to take charge of your finances [07:42] Identifying and knowing your values and goals, whether you’re single or in a relationship [10:38] Looking at your numbers and getting specific about where you want your money to go [13:30] How evaluating your numbers is about paying attention to your goals and your feelings, and why you should start with positive evaluation first [17:08] Why you need to regularly adjust your plan to reflect your goals and current needs [21:53] Tune in to this episode to learn the simple five step process that will bring you money clarity and ease. Get full show notes and the episode transcript: https://wealthovernow.com/my-five-step-process-for-creating-clarity-around-your-money Links mentioned in this episode… My podcast episode on financial visioning