
In this course, we will be looking at our personal values to shape a spending plan that is sustainable and adaptable throughout your life!
In this exercise, we will identify our top values. Since our values change over time, you will be able to revisit this exercise over time. We will use our top values to shape our spending plan later in the course
The first step with money is always building awareness! If we don't know what's happening, then we can't know if we're moving in a direction we want, or if we need to make changes.
After this lecture, you will have an idea of where your money is going on a monthly basis.
Once we know what's been happening, we can make choices that shape our future. By making different choices based around our top values, we are ensuring the sustainability of our spending plan, and that we are living a life we really enjoy.
It's one thing to make a plan, it's another to actually put it in to practice. Watch this video to make sure your're implementing your plan in a way that supports your goals. Then go out and try it! Seeing change with your money will take time, so go and try out your new plan for at least a month. Then come back to make new changes as you need.
Life is full of change. It's not if, but when! This video talks about how to adapt your plan WHEN life changes. Use the information here to adapt your plan throughout your life as your income changes, your family, your values, etc.
These last few tips will help you optimize a few things in your plan so you can get the most out of this course!
Many people try to cut out all spending or stick strictly to a spreadsheet every month to control their spending. But it doesn’t have to be that hard! And it shouldn’t be. In order for anything to be sustainable, it must be easy and/or enjoyable. A spending plan that does not incorporate your personal values will feel restrictive. A budget that requires constant maintenance will get old.
Instead, create a plan that supports the things that you value most so that you will always feel fulfilled and satisfied. Set it up so that it’s super easy to maintain and adapt so that you’ll actually keep using it.
That’s what this course is about. Helping you identify your values and create a spending plan that will support them. A plan that is easy to maintain and adapt over time; that won’t leave you feeling restricted, and will empower you to make more confident money choices.
In this course, we build awareness around our spending, and create a plan that supports what we care about most. We'll also discuss how to set everything up so we don't have to budget monthly anymore! We’ll reduce money anxiety, and build confidence in our spending.