Grading Your Finances: What's Your Grade & How to Improve It

Monday, September 09, 2019

Worth Knowing/Grading Your Finances: What's Your Grade & How to Improve It

Grading Your Finances: What's Your Grade & How to Improve It

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Summer is winding down and many people (or their children) are headed back to school. While we might be more than half way through the year, in a sense, it’s a new year for some and a great time to touch base on our goals. And, each day is a new beginning where we can start again and get back inline on working towards our goals.

With all that in mind, on this episode of the Worth Listening podcast, host Lauryn Williams discusses the importance of organizing your finances and how to grade yourself on your efforts. She starts by using herself as an example. So, if you want to know how a Certified Financial Planner grades themselves and what areas they are succeeding and struggling within their own finances, you’re going to want to listen to this. (Hint-Hint: She didn’t give herself an A+.)

After giving herself a grade and explaining why she chose what she did, Lauryn breaks down 5 simple things you can do to start improving your own grade in financial organization.

In this episode, we discuss:

  • The importance of reviewing your finances and setting future projections when planning and budgeting
  • ​Why we need to plan for the unexpected
  • ​The role discipline plays in your financial goals
  • ​The five steps to keep in mind when you’re doing financial planning:
    Don’t count money you don’t have
    Write it down.
    Set time-oriented goals.
    Reward yourself.
    Have an accountability partner.

If you want to further connect with Lauryn Williams at Worth Winning, follow us on social media:

Instagram: @worthwinning
Facebook: @worthwinningfp
LinkedIn: @lauryn-williams


Lauryn Williams

Hi, I'm Lauryn

Certified Financial Planner

Welcome to the Worth Listening podcast and blog where we focus on having positive and productive conversations about money.

Interested in being a guest on our show? Email us today at podcast@worth-winning.com. We'd love to hear from you!

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