How You Can Schedule Healthy Money Dates into Your Calendar
A money date is one where you are working on your finances; whether on your own, with your partner or team. It is one where you specify a day and time on your calendar for a money-related activity that is meant to help you consolidate, improve and/or strengthen your personal or joint financial position. It may be that you need to work on
- budgeting for a trip,
- creating a spreadsheet to monitor expenses,
- discussing with your partner on financial options,
- reviewing your earnings,
- finding better ways to minimise tax,
- paying down your loans,
- moving of investment funds between accounts,
- getting updated advice from your financial planner,
- create a financial plan to help you manifest the lifestyle that you want etc.
By scheduling money dates on a regular basis, you are better able to identify gaps, opportunities and ideas instead of making any personal financial activity as a once-a-year event.