In this solo podcast episode, your host and financial advisor Laura Rotter guides you through an exercise to develop your personal money mission statement. Take a moment to be present and reflect, as we dive in together!

Step 1: Reflect

Start by thinking about the first three words that pop into your mind when you hear the word "money." Reflect on your own experiences and upbringing that might be shaping these associations.

Step 2: Start With Why

Identify and list your 3 to 5 core values that guide your life decisions.

Step 3: Set Your Goals

What financial goals do you want to set for 2024? They could be anything from reducing debt to a career change. Jot them down and see how they align with your chosen values.

Step 4: Envision Your Ideal Future

What are some of the things you would like to accomplish or experience in the future? Feel free to dream.

Step 5: Craft Your Personal Money Mission Statement

Use the template Laura provides in the podcast, not just set goals but set the right goals - things that inspire and fulfill you.

To conclude the episode, Laura Rotter shares some insights from her journey, like having a weekly money date and paying herself first. Dive into this money exercise with Laura to find more abundance in 2024!

Free resource: Investing Your Time and Energy

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Disclaimer: Please remember that the information shared on this podcast does not constitute accounting, legal, tax, investment or financial advice. It’s for informational purposes only. You should seek appropriate professional advice for your specific information.