<aside> āØ Hey friend! Welcome to your new Finance Hub. This template was created as a free resource to help you get started with setting money goals, organizing your finances, & to encourage healthy discussions around money. šĀ Created with love by Jules Acree x Factora Wealth
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Example: I am abundant + worthy.
Definition goes hereā¦
Create your own vision board in Canva or PowerPoint and add it here!
<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> Monthly Finance Meetings Template by Jules Acree
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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> šFactora Workbook: How to Grow Your Net Worth by $30k
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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> š”Ā Factora How to Start Investing Checklist
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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> š„Ā Learn Tips for Digital Planning & Goal-Setting with Jules
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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" />
Add more resources hereā¦
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Add your Monthly Finance Meeting agendas and meeting notes below. You can toggle between the āRecent + Upcoming Meetingsā view or the āAll Monthly Finance Meetingsā view to access all of your past and upcoming meetings. Watch video here.
<aside> š« Writing your goals down makes you 50% more likely to achieve them! First, write your goals out by the length of time it will take you to achieve them. Then pick the top goal you want to accomplish and answer the questions to make a plan! You can click the āĀ add new goal buttons below to add additional checklist items.
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<aside> ā Goal #1: *Write out your highest priority near-term goal here.
My Goal: Tap [shift] + [enter] to create a new line.*
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Goal #2: *Write out your highest priority mid-term goal here.
My Goal: Tap [shift] + [enter] to create a new line.*
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<aside> ā Goal #3: *Write out your highest priority long-term goal here.
My Goal: Tap [shift] + [enter] to create a new line.*
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Why is this your #3 goal?
When do you want to achieve this goal?
How much money do you need to accomplish this goal?
How are you going to accomplish this goal? Write you next 1-3 action steps.
Who will you ask to hold you accountable to this goal?
Source Database (Do Not Delete)