Spring is in the air! And it's time to spring clean your finances as well. In today's podcast episode, we talk about 8 steps to organize your finances this spring.

This Episode Discusses:

• Financial organization
• Tracking your net worth
• Reviewing your insurance policies
• Reviewing your financial goals
• Tracking your spending
• Revamping your budget
• Automating savings & bill payments
• Decluttering

FREE MINI-COURSE!! Your Financial Roadmap

Our financial futures are waaaay to important to just “wing it.” You want to make sure that you’re arriving at your financial destination as timely and efficiently as possible.

Creating a financial roadmap will help you see:

• Your financial starting point
• What you want your financial destination is
• The direction you need to head to get there
• Any detours and course corrections that might come up along the way

When you enroll, you'll also get exclusive access to the 35 page workbook to help organize and plan the next steps to take on your financial journey.

Other FREE Resources by Save Live Thrive™

• 2022 Goal Setting Workshop Workbook 
• Organize Your Finances Workbook
• Mini Digital Budget Planner

Products & Programs by Save Live Thrive™:

• Digital Budget Planners
• The Budget Pro Spreadsheet

Interested in working with Charlotte?
Learn more about the Wealth Building Bootcamp, A 12-week group coaching experience designed to teach you how to build wealth, pay off debt, and live the life of your dreams. 

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Disclaimer: The content and information provided on this podcast is for educational purposes only and does not constitute professional mental health, financial, legal, or tax advice. For recommendations on your specific financial situation, you must additionally seek the services of an appropriate licensed mental health, theraputic, legal, accounting, tax, or investment professional.

Music written by Chris Glassman