Community focus

1

State Your Vision and Purpose
We encourage you to think about where you see yourself long term and the lifestyle that you want to have.

2

Raise Awareness of Budgeting Long Term
We share 8 active steps you can take to budgeting long term, so that you do not limit yourself to one year of planning.

3

Accountability  and Generational Wealth
Become more accountable and better understand your assets and net worth over time.

8 Active Steps With Three Phases 

Our budget trackers promote long term budgeting with  everything in one place to plan more than 10+ years 😎

Three phases within 10 years simply means staying accountable every 3 – 4 years within each decade.

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Current  Focus  2020 – 2023| 2024 – 2027 | 2028 – 2030

 

1. Life Vision Goals – State your long term vision. 

2. Essential Spends – Add essentials that support your current lifestyle.

3. Banking and Credit – Track any banking and credit decisions made.

4. Future Spends – Prepare for the future and the unknown.

5. Money Goals – Prioritise 5 high level money goals

6. Giving Give back no matter how big or small.

7. Investments  Build your net-worth.

8. Treat Yourself Focus is on self care and personal development.

Our community

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Community Members

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