Reflect on what adjustments you can make to increase your monthly savings, reduce investment risk and at the same time get higher returns, and eliminate unnecessary spending.
07.12.2024 15:42 β π 0 π 0 π¬ 0 π 0@idhamidris.bsky.social
Director & Co-Founder of Wealth Vantage Advisory, a licensed financial planning & advisory firm. Traveler, Nature lover, Gamer. Based in π²πΎ
Reflect on what adjustments you can make to increase your monthly savings, reduce investment risk and at the same time get higher returns, and eliminate unnecessary spending.
07.12.2024 15:42 β π 0 π 0 π¬ 0 π 0Every dollar spent tells a story.
Which expenses brought value or joy?
What spending felt wasteful?
Key Question: How can your spending better reflect what matters to you?
For me, financial reflection is about more than numbers. Itβs about the freedom and security to make choices, and the ability to live a life that you want.
Look back honestly.
Wins: Did you reach a financial goal, or pay off debt?
Challenges: What caused financial stress or threw you off track?
As 2024 comes to a close, itβs a good time to reflectβnot just on what youβve achieved financially, but on where you are and where youβre heading.
Itβs about understanding what worked, and how you can take meaningful steps toward a better future.