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Level Up Your Finances: Level Thirteen

Level 13 - You complete regular check ups on your finances to stay on track

Why it Matters

Congratulations! You’ve made it to the final level! You’ve done a lot of heavy lifting to set yourself up for financial success.

Now how do we keep it that way?

28 minutes a week. That’s all it takes to ‘manage your finances’. Here’s what the pros recommend doing, how frequently they recommend going it, and how long it should take you. Think of it like a quick weekly financial workout.

Looking for ways to stick with the 28 minutes?

  • Start small and set a timer: Start with only 15 minutes and work up to 28. Set a timer for 15 minutes, do what you can in that time, and no matter how much was completed by the time the timer goes off, you can stop and come back next week

  • Put it in your calendar: Set a weekly recurring calendar reminder to get into the habit of making time each week

  • Celebrate the little wins: Reward yourself for making time for your financial well-being – maybe you indulge in some mindless Instagram scrolling or a treat from your favourite coffee shop after completing your weekly financial check-in (hopefully without blowing your budget in the process 😊)

*Untangle Take

We are strong proponents of not looking at your money too often and we like the schedule outlined above because it is just enough to keep you on top of things, and on top of your goals, without getting too emotional about your finances.

Get your financial roadmap (the Mini), check-in and understand when you're off track then course correct. Every one to five years you should ensure that your roadmap is still taking you to a destination that you desire. Why every one to five years? Some years we don't always experience milestones in our lives, and other years we have a bunch of them.

Milestones: if you're moving, changing jobs, changing what your family looks like - these are times when it's important to reconfirm where your financial roadmap is taking you. Do you still like the trade-offs you are making and do they still serve your emotional needs?

What's next?

In case you missed it:

Pineapple Finance Co is a collaboration between Emily and Elizabeth with a goal to answer one simple question: could they use Instagram to improve Canadians' financial literacy.

You can follow Pineapple Finance Co. over on Instagram, and we've linked two other blog posts written by Emily and Elizabeth here:

You can also follow Untangle Money over on Instagram, Facebook, Pinterest, and LinkedIn, and sign up for our newsletter here!

Financial independence is a huge part of being a strong, independent person, and it is our mission to help women, and anyone who doesn't feel safe or welcome in financial spaces typically dominated by cis men, set themselves up for financial success.

At Untangle Money we help women understand their (real!) financial picture, and obtain financial guidance from people that actually, really, get it. We would love to help you, too! Join the community of hundreds of other women looking to strengthen their financial well-being. You can check out our products and plans here or get in touch for a free consultation!

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