Reena Mistry’s Post

As 2024 draws nearer, you may be considering what you hope to achieve in the new year. The start of a new year can be the perfect time to make changes in your life, whether that’s to exercise more, eat less or become better with your finances. Read on to discover five important considerations that could help you create a more robust financial plan and accomplish your objectives in 2024. https://ow.ly/sNTZ50Qkym7 #financialplanning #financialgoals #newyear2024 #afhwealth

What are your financial goals for 2024? 💰 Let's start the conversation on how we can support you towards achieving them. Drop in the comments or send us a message to schedule your next meeting with us today to discuss your aspirations!💬 #FinancialPlanning #Goals2024 #NewYear

2024 is here, and it's time to review your plans for this year! 🗓️ What are your financial goals for this year? 💰 If you are someone who hasn’t thought about it yet but would like to put a bit of structure into your finances in 2024 then get in touch for a consultation with us today! 🤝☺️ Let's turn dreams into plans. 💸✨ #FinancialGoals #PlanForSuccessIn2024

Just because it's February doesn't mean it's too late to make financial goals for 2024! Any time is the right time to set your financial aspirations in motion. If you’re looking for ways to set financial goals that will stick, check out our blog, “Financial Goal-Setting for the New Year.” 2024 is still brimming with opportunities to take control of your finances and pursue your dreams. Head over to our blog and kickstart your journey toward financial success today! https://loom.ly/2iLL0Uk CAS00001536|FEB 2024 #financialfreedom #financialindependence #financialwellness

Setting your financial intentions for 2024💸 With almost 90% of Brits reported to give up on their resolutions every year, how can you ensure that your financial aims for 2024 don’t fall through the cracks? Research shows that the key to making your resolutions work for you is to set goals that are both specific and measurable – parameters which can certainly be set around your finances. To help you navigate the path to financial success this year, our Wealth Planners have outlined five key resolutions which are not only realistic and easy to measure, but can also be fulfilled before the end of this tax year. Read the full article here: https://ow.ly/IIp550Qvk2q #FinancialResolutions #NewYearNewGoals #WealthManagement

Setting your financial intentions for 2024💸 With almost 90% of Brits reported to give up on their resolutions every year, how can you ensure that your financial aims for 2024 don’t fall through the cracks? Research shows that the key to making your resolutions work for you is to set goals that are both specific and measurable – parameters which can certainly be set around your finances. To help you navigate the path to financial success this year, our Wealth Planners have outlined five key resolutions which are not only realistic and easy to measure, but can also be fulfilled before the end of this tax year. Read the full article here: https://ow.ly/2jjf50QvmBI #FinancialResolutions #NewYearNewGoals #WealthManagement

*Wealth Tip of the Week* 📝 Monthly Money Date It’s time to schedule your Monthly Money Date for this week to sit down and review September’s Profit & Loss statement (“P&L”, your income vs. expenses) and your Balance Sheet (Net Worth) 📅. Tracking your monthly financials allows you to gain a clear understanding of where your money is going, and how effectively you're reaching your financial goals 🎯. This awareness helps you make smarter spending and investment decisions. Consistent tracking puts you in control of your finances, leading to better financial health and more confidence in your wealth-building strategy. 💪📊 “This ONE habit of Net Worth Tracking is—for sure—the most powerful habit that I will ever do. And it’s very simple, you do it once per month.” –Wendy Papasan #AEinvestments #WealthMindset #WealthBuilding

Delve into the power of a $5-per-day savings program- this small daily habit can build up over time. 📻 Learn how to kickstart your journey towards financial stability with guidance from professionals. You can tackle any financial hit with the right savings plan. 💪 Start saving today—watch to learn more! Learn more on our website -- https://lnkd.in/ga6yrVgR #5dollarsaday #RetirementPlanning #FinancialSecurity #SmartInvestment #PeaceOfMind FinancialGrowth #EconomicSecurity #FinancialEmpowerment #InvestmentGoals #SecureYourFuture #Insurance101 #FinancialWellness

Are you truly in control of your finances and planning for the future? It's important to understand your financial snapshot and take proactive steps to secure your financial well-being. By assessing your income, expenses, and planning strategies, you can make informed decisions that will set you up for success. Interested in gaining a better understanding of your financial situation? Take our Financial Snapshot Scorecard quiz to get started: https://lnkd.in/dCmBmFTS #FinancialPlanning #Income #Expenses #Quiz #FinancialSnapshotScorecard

Only 9% of New Year's Resolutions are successfully completed. 23% fail in the first week. 43% fail by the end of January. For your financial goals to be successful in 2024, try implementing these three strategies. 1) Write them down and keep them visible 2) Make them measurable and consistently track progress 3) Break your large goals into smaller, more manageable goals #2024goals #financegoals #goals