<aside> ✨ 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. 💛 Created with love by Jules Acree x Factora Wealth

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My Word or Mantra for [year]: <insert>

Example: I am abundant + worthy.

Definition goes here…

Financial Vision Board 🔮

Create your own vision board in Canva or PowerPoint and add it here!

Money Docs & Resources

<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" /> 🏆Factora 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" /> 💡 Factora How to Start Investing Checklist

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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> 🎥  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 here…

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Monthly Finance Meetings

Add your Monthly Finance Meeting agendas and meeting notes below. You can toggle between the ‘Recent + Upcoming Meetings’ view or the ‘All Monthly Finance Meetings’ view to access all of your past and upcoming meetings. Watch video here.

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🌤️ My Finance Goals

<aside> 💫 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 ⭐ add new goal buttons below to add additional checklist items.

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Near-Term Goals (0 - 3 years)

• [ ] Weekend getaways
• [ ] House downpayment
• [ ] Wedding dress
• [ ] Add your goal here…

Mid-Term Goals (3- 7 years)

• [ ] College reunion trip
• [ ] Build a company
• [ ] Start a family
• [ ] Add your goal here…

Long-Term Goals (7+ years)

• [ ] Retirement
• [ ] Child’s tuition
• [ ] House remodel
• [ ] Add your goal here…

<aside> ⭐ 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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• Why is this your #1 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?

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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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• Why is this your #2 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?

<aside> ⭐ 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?

🔗 Financial Quick Links

These are free resources, you can also add your own links to your budget, bank accounts, etc!

<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> Mint Free Net Worth Tracker

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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> CreditKarma Free Credit Report Monitoring

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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> NerdWallet - Compare brokerage, HYSA, and other financial accounts

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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> Bankrate Financial Calculators

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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> Capitalize Free 401k rollover

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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> Add a banking quick link…

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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> Add a banking quick link…

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<aside> <img src="/icons/circle_lightgray.svg" alt="/icons/circle_lightgray.svg" width="40px" /> Add a banking quick link…

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📅 Annual Tips & Reminders

These are yearly reminders and top-level tips to keep in mind, you can also add your own reminders to the list below!

• [ ] Realign your values to be sure you are spending in alignment
• [ ] Recalculate your emergency fund number
• [ ] Automate contributions to your savings & investing accounts
• [ ] Rebalance your investment portfolio
• [ ] Negotiate your salary or raise your prices
• [ ] File your taxes
• [ ] Check your credit score
• [ ] Ask for a credit limit increase

🎧 Your favorite playlist can go here or tune in to ours

https://open.spotify.com/embed/playlist/38wzxh9PUxirE2fIWaL3EY?utm_source=generator

• Source Database (Do Not Delete)

  Monthly Finance Meetings Template by Jules Acree