Why Reset Your Finances
- At various times throughout the year our finances can become overwhelming and messy.
- Setting financial goals is crucial, but without a clear plan, those goals may remain unattainable.
- Instead of taking action, it's easy to become overwhelmed and overcomplicate matters.
- We have three simple steps to help you reset your finances effectively.

Step 1: Have a Budget Meeting
- Budgeting may seem complex, but it doesn't have to be.
- We recommend scheduling a budget meeting once a month, taking just a fraction of your time.
- This meeting serves a dual purpose:
- Analyzing your financial numbers and planning the month ahead.
- Reconnecting with your dreams, goals, and aspirations, reminding you why you're managing your money.

Step 2: Get on a Budget
- Budgets are versatile and adaptable to individual circumstances.
- The primary goal is to assign every dollar a specific purpose, ensuring full control over your finances.
- Initially, the focus should be on adopting a budgeting habit rather than strict restriction.
- As you become accustomed to budgeting, you can fine-tune your allocations and expenditures.

Step 3: Use Cash for One Line Item
- Despite the convenience of cards, using cash can be a game-changer.
- Start by designating cash for one expense category, such as groceries or dining out.
- Cash forces accountability and discipline, preventing overspending.
- This shift in mindset can help you realize that you're not broke but actively managing your finances.
Next Steps > > >
Email us any questions: info@myidealbalance.com
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