Featured Blog: Are You Feeling Behind on Your Financial Goals for the Year?

The following blog is by Brittney Castro originally published in Brittney Castro’s Blog – Financially Wise Women.


Are you feeling behind on your financial goals for the year?

With June officially upon us, midyear is always a great time to review our progress toward our financial goals and see what we’ve already accomplished and what we still need to work on.

And of course, all of this happens around the same time the weather gets amazing and all we feel like doing is laying on the beach, drinking green juice (or is that just me?).

Well, instead of punishing yourself for not being motivated or for not doing what you said you’d do by now, just schedule some time this week to do a midyear financial checkup.  

Then create a list of three money-related tasks you can implement in your week and days starting tomorrow.

Remember, it’s all about taking bite-size actions and watching those small actions add up over time to help us achieve our big financial goals, like paying off debt, building a cash cushion and investing for retirement.

To help you, watch this video where I share five things you can review in your midyear financial checkup.


About the author: Brittney Castro, CERTIFIED FINANCIAL PLANNER™ is the Founder and CEO of Financially Wise Women, a Los Angeles based financial planning firm for women. She specializes in working with busy professional and entrepreneurial women who are passionate about life and want to gain clarity around their money. Brittney’s mission is to help women plan and create the life of their dreams, free from anxiety about money. She is known for her non-judgmental, compassionate approach to financial planning. She has been featured in the Wall Street Journal, New York Times, Financial Planning Magazine, Investment News, and Registered Rep Magazine. Away from the office, you can find Brittney working out, drinking green juice, reading, playing at the park with her dog Arya and of course dancing. Visit her at http://www.financiallywisewomen.com and request a FREE 30-minute Discovery Session to discuss how financial planning can help you use your money to live a life you love. Financially Wise Women is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted.


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