Module 4
Practical Steps
Tasks
Part 1: Tracking
Look back at 3/6/9/12 months of back statements and log what has been received / saved / spent on average and per month
What is your financial set point for;
Receiving
Spending
Debt
Saving
Other (investments)
Look back through 3 months worth of statements and categorise spend as essential / non-essential and fuck it money
Where are there leaks or cracks in your spending?
Is you current spending lined up with your values?
What are your top 5 values?
Part 2: Spending Plan
Create a current and ideal life spending plan with cash flow showing days 1-31 for each month and what comes in and out on which day of the month
Track monthly!
Part 3: Setting Goals
What is your ideal amount of money to receive in the next year? Why?
What is your ideal amount of money to receive in the next month? Why?
What questions / beliefs came up when you wrote down these goals?
What do you want your new state of being to be around money?
What routines / habits or behaviours do you need to implement for that to be a reality?