If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy HERE. Today’s Lifework: You are going to create a family tree. But not just any family tree but a financial family tree. (BOOM!)Why?You know the saying, “the apple doesn’t fall from the tree”? We say that to mean that we are influenced by those around us and when we were children, we were especially influenced by our family members."You can go to The Happy Finances Community ...
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Happy Finances Challenge Day 3: Understanding Your Current Financial Identity
If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy here.Yesterday, we went deep into your family financial tree to see who influenced your financial thinking and to see what money messages you internalized as a child.Now, you are going to focus on your financial identity.Today’s lifework: Without overthinking it, you are going to write down:How you feel about moneyWhose money mindset influenced you the mostIf you want to continue to ...
Happy Finances Challenge Day 4: Practice Financial Forgiveness
If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy here.When you know better, you do better. Period. With Days 2 and 3, you went deep and saw your financial past and present for what they really were. For some of you, this might have been really uncomfortable and unsettling.You were probably judging yourself or even your family members for their financial missteps.That’s why today’s exercise is so crucial for you to move ...
Happy Finances Challenge Day 5: Write a Letter to Your Future Financial Self
If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy here.Yesterday, you freed your financial past. Even though we’re influenced by those around us, it doesn’t mean that we have to continue being that person, especially when your new/future self is waiting for you to step into your greatness.So Today’s Lifework: You are going to write a love letter to your money.Give your money a name.Share how you want to treat her in the futureBe ...
Happy Finances Challenge Day 6: Create a Support System
If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy here.Today’s Lifework: To help you connect with your new financial self, you are going to need support.Identify 3-5 girlfriends/family members who are ready and motivated to make changes in their financial lives. In other words, they are ready to make their finances happy.I repeat: these girlfriends have to already be ready and motivated. Don’t select your BFF with 17 credit cards ...
Happy Finances Challenge Day 7: Week 1 Growth Report
If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy here.Today is the today where you get to stop and reflect on all of your hard work and effort. Use all of the space below to consider:What were your biggest takeaways from this week’s work?How are you different now than when you started on Day ...
Happy Finances Challenge Day 8: Create a Money Space
If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy here.Today’s Lifework: Today, you are going to create an office. Even if it’s a corner in your bedroom or on the floor. This will be your sacred money spot for you to routinely handle your finances. If you have a desk and a laptop, make sure you respect it as your money space.In particular, for today’s lifework, you will do the following:Clean the space thoroughly.Beautify the ...
Happy Finances Challenge Day 9: Understand What Files to Keep and for How Long
If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy here.Despite what you hear about financial documents, you don’t have to keep all of them forever!Today’s lifework: Study the following chart so you can free yourself from believing the hype around which financial documents are necessary to keep around.How Long to HoldName of DocumentLess Than a YearATM, bank-deposit, and credit-card receipts until you reconcile them with your ...
Happy Finances Challenge Day 10: Get to Decluttering
If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy here. On day 9, I asked you to study the rules of thumb for streamlining your financial documents. I only wanted you to analyze the chart so you could make smart decluttering decisions today.Today’s Lifework: You will spend the rest of your day making five piles of documents:Documents that you are to keep for less than a yearDocuments that you are to keep for more than a ...
Happy Finances Challenge Day 11: Purchase Your Office Essentials
If you’re interested in the Happy Finances Challenge, you’ll love The Happy Finances Challenge book. Get your copy here. Yesterday, you were knee-deep in paperwork. Sorting. Shifting. Organizing. And doing so with a keen lens of what’s necessary and what’s not.Great!You should now have fewer documents in your living space. You should also feel like you have only the important documents in your money space. We needed to accomplish that so today’s lifework would be useful and meaningful.Today’s ...