Use Summer to Speed Up: Kendra’s 5-Step Quarterly Financial Check-In

In this episode of Moms Makin’ Dough, host Kendra Hewitt transforms financial check-ins into an exciting, actionable process for working moms and mompreneurs. Kendra shares her refined five-step quarterly review system to track, measure, and reset personal and professional financial goals every 90 days. Moving beyond budgets and spreadsheets, she emphasizes owning the right numbers to build momentum and achieve meaningful results. With candid insights from her own financial journey, including setting up a cash balance plan and navigating cabin searches, Kendra illustrates how to reflect on wins and learnings, review hard facts, feel the emotions behind them, vision cast with intention, and reverse-engineer 90-day sprints. This episode is a game-changer for women ready to take control of their money mindset and create a life they love, using summer to accelerate rather than slow down. Kendra walks through her personal and business targets, from automating credit card payments to launching her coaching website and filling group programs. She addresses common challenges like shame around debt and the power of group synergy in her upcoming Summer School program. With a downloadable template for tracking wins, learnings, and focus items, this episode equips listeners with practical tools to shift their money mindset and maximize their financial potential. Tune in to make your money work harder so you can work less. Key Takeaways Reflect on Wins and Learnings: Start by identifying three wins and three learnings from the past quarter to build momentum without dwelling on losses. Track Financial Facts: Review key metrics like revenue, overhead, profit, and personal income to make informed decisions, ditching budgets for an alignment plan. Feel the Feelings: Acknowledge emotions like shame or guilt around numbers to build awareness and shift your money mindset. Vision Cast with Intention: Reconnect with 12-month goals and set four quarterly focus items per category to move the needle toward your vision. Reverse-Engineer 90-Day Sprints: Break annual targets into actionable quarterly steps, prioritizing the one that drives the most progress. “You can’t make, manage, multiply, or maximize your money without shifting your money mindset. Awareness around what’s keeping you stuck is the key to changing your financial reality.” — Kendra Hewitt Learn more about Kendra Hewitt by visiting the following links: Website Facebook Instagram Identifying Your Money Blueprint - Free Download Learn more about your ad choices. Visit megaphone.fm/adchoices