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Reflecting on Your Financial Goals

Let’s review, reflect, and refocus on your financial goals!

In a poll conducted by Statista, financial-related resolutions were frequently mentioned in America’s Top New Year’s Resolutions of 2023. Did you start off the year with some big money resolutions? If so, how did you do? Did you achieve those goals or have they shifted over the last several months?

As the year comes to a close, now’s a great time to review these goals and money habits. In this article, we’ll provide a few ways to review, reflect, and refocus on your financial goals and prepare you for success in the future!

Review your vision board

Do you remember that vision board you created at the beginning of the year? If you haven’t looked at it recently, now’s a great time to do so. The purpose of creating a vision board is to help you create and plan for a specific goal, which gives you direction and guidance. It’s important to check back in occasionally to help you stay on track.

Determine what is (or not) working

Reflecting on your vision board can also help you decide if your financial goals still make sense for you and your needs. A lot can change in a year, so maybe your goals have shifted too. The strategies you used at the beginning of the year may not necessarily be what you need right now.

For example, let’s say that you wanted to create an emergency fund. Maybe your original strategy was to manually transfer a few dollars every payday to a specific savings account dedicated to emergencies. No matter the reasons, maybe you forget to make those transfers a few times over the year so your fund isn’t where you want it to be. Going forward, you may want to set up an automatic transfer to help make these transactions more reliable and consistent.

On the other hand, maybe your money habits are working for you. If that’s the case, great! Regardless, it’s a great idea to come back to your vision board and financial plan to center yourself.

Look for guidance on your financial goals

Achieving your financial goals doesn’t need to be a lonely venture. At Clearview, we have resources and tools to help you throughout your journey:

  • Zogo is our gamified financial literacy app that rewards you for completing bite-sized financial literacy lessons on intelligently saving, spending, and managing your money.
  • Money Management has a variety of features that provide you with a 360-degree view of your finances in a single location, giving you proactive and personalized insights broken down into different categories.
  • Digital Academy is a growing library of interactive demos to learn how to use our digital solutions and more.

And don’t forget about your real-life support system! Whether this is your group of friends, your family, or a combination of different people in your life, make sure to reach out for help or guidance if you need it.

Celebrate the wins

Keep celebrating all your wins along the way, no matter how big or small. Celebrating wins actually can help reinforce your money habits and make it easier to stay on track. Breaking your bigger aspirations into smaller, measurable milestones is a great way to experience small wins more frequently.

Creating and reflecting on your financial goals is an ongoing process that requires adaptability. By regularly assessing your goals and making necessary adjustments to your money habits, you’ll be set on a path to long-term financial well-being.

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