During this episode, we’ll talk about creating a vision for your future. This future will more than likely be dependent on money. We dive in deeper to setting goals to get to the dream, your financial future, and the action steps for momentum and success. I also share a client story to demonstrate the application of each step. (Part 2 of 3) Topics discussed:<ul><li>Where to start with your financial future</li><li>What are goals and how do they help</li><li>Creating specificity within those goals for action</li></ul>Send me your questions, thoughts, and takeaways from the podcast via email hello@elevatefinances.us OR leave me a voice message at <a href='https://www.speakpipe.com/WealthyAfter40'>SpeakPipe</a> Start your retirement journey with a complimentary <a href='https://tidycal.com/elevatefinancesllc/clarity-connection-call'>Clarity Connection Call</a> Download the <a href='https://www.elevatefinances.us/checklist'>Retirement Ready Checklist</a> and map out your dream retirement Learn more about the <a href='https://www.elevatefinances.us/roadmap'>Retirement Roadmap Session</a>

During this episode, we’ll talk about creating a vision for your future. This future will more than likely be dependent on money. We dive in deeper to setting goals to get to the dream, your financial future, and the action steps for momentum and success. I also share a client story to demonstrate the application of each step. (Part 2 of 3) Topics discussed:Where to start with your financial futureWhat are goals and how do they helpCreating specificity within those goals for actionSend me your questions, thoughts, and takeaways from the podcast via email hello@elevatefinances.us OR leave me a voice message at SpeakPipe Start your retirement journey with a complimentary Clarity Connection Call Download the Retirement Ready Checklist and map out your dream retirement Learn more about the Retirement Roadmap Session

During this episode, we’ll talk about creating a vision for your future. This future will more than likely be dependent on money. We dive in deeper to setting goals to get to the dream, your financial future, and the action steps for momentum and success. I also share a client story to demonstrate the application of each step. (Part 2 of 3) Topics discussed:<ul><li>Where to start with your financial future</li><li>What are goals and how do they help</li><li>Creating specificity within those goals for action</li></ul>Send me your questions, thoughts, and takeaways from the podcast via email hello@elevatefinances.us OR leave me a voice message at <a href="https://www.speakpipe.com/WealthyAfter40" rel="noopener noreferrer">SpeakPipe</a> Start your retirement journey with a complimentary <a href="https://tidycal.com/elevatefinancesllc/clarity-connection-call" rel="noopener noreferrer">Clarity Connection Call</a> Download the <a href="https://www.elevatefinances.us/checklist" rel="noopener noreferrer">Retirement Ready Checklist</a> and map out your dream retirement Learn more about the <a href="https://www.elevatefinances.us/roadmap" rel="noopener noreferrer">Retirement Roadmap Session</a>

Ep 38 Crafting Your Future Financial Vision With Clarity - A Client Case Study

The Podcast That Helps Gen Xers Retire Up to 5 Years Sooner&nbsp; Top 5% Personal Finance Podcast You’ve worked hard for decades, but now the big questions are creeping in: 👉 Will I have enough to retire?👉&nbsp; Is it too late to start retirement planning? Welcome to Wealthy After 40, the podcast for Gen X women and couples who want to feel confident and clear about how to retire, even if you’re starting late or feel behind on your retirement savings. I’m Dalene Higgins, financial coach and creator of the Aligned Money Method. I help Gen Xers take control of their personal finances by building a money system that fits their values and lifestyle, so they can save consistently, manage budgeting with ease, and prepare to retire on their own terms. Each week, you’ll get step-by-step guidance for retirement planning, smart budgeting strategies, and realistic ways to grow your savings, both your emergency fund and retirement savings, without overwhelm. If you’re ready to stop stressing about money, build a financial plan you trust, and create a future you’re excited about, this podcast is for you. Retirement isn’t out of reach. Let’s simplify your next steps with clear advice on how to retire, starting today. Your first step is a financial reality check-up inside the Retirement Roadmap Session.&nbsp; Book your free Clarity Connection Call at elevatefinances.us/connection to learn how the Retirement Roadmap Session will help you make retirement possible.&nbsp;Visit my website at elevatefinances.us to learn more or share with me your thoughts, questions, and challenges related to retirement at hello@elevatefinances.us

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The Podcast That Helps Gen Xers Retire Up to 5 Years Sooner  Top 5% Personal Finance Podcast You’ve worked hard for decades, but now the big questions are creeping in: 👉 Will I have enough to retire? 👉  Is it too late to start retirement planning? Welcome to Wealthy After 40, the podcast for Gen X women and couples who want to feel confident and clear about how to retire, even if you’re starting late or feel behind on your retirement savings. I’m Dalene Higgins, financial coach and creator of the Aligned Money Method. I help Gen Xers take control of their personal finances by building a money system that fits their values and lifestyle, so they can save consistently, manage budgeting with ease, and prepare to retire on their own terms. Each week, you’ll get step-by-step guidance for retirement planning, smart budgeting strategies, and realistic ways to grow your savings, both your emergency fund and retirement savings, without overwhelm. If you’re ready to stop stressing about money, build a financial plan you trust, and create a future you’re excited about, this podcast is for you. Retirement isn’t out of reach. Let’s simplify your next steps with clear advice on how to retire, starting today. Your first step is a financial reality check-up inside the Retirement Roadmap Session.  Book your free Clarity Connection Call at elevatefinances.us/connection to learn how the Retirement Roadmap Session will help you make retirement possible.   Visit my website at elevatefinances.us to learn more or share with me your thoughts, questions, and challenges related to retirement at hello@elevatefinances.us

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Ep 38 Crafting Your Future Financial Vision With Clarity - A Client Case Study

Ep 38 Crafting Your Future Financial Vision With Clarity - A Client Case Study

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