Happy & Practical Steps To Make Your Budget Work – Interview With Nick True

Happy & Practical Steps To Make Your Budget Work – Interview With Nick True

Did you know that your D.R.E.A.M.s are totally real and possible to materialize?! No matter how big or small. There just needs to be a little bit of structure in place around your finances, spending, and budgeting in particular.

In this 2 part of the conversation with Nick True from www.mappedoutmoney.com, he shares with us his DREAM process to make budgeting your new favorite activity.

D.R.E.A.M. Budget:

D-determine your current location. Where do you stand? Where all the money is going? No Judgement. Collect all the data.

R- refine your vision. Going for the big picture. Get clear on what you want in life? What should it look like in the next 3 years, what work you want to do, what do you want your family to look like? What are you trying to do? Hobbies? 

Do it as a couple, every quarter. Your vision changes. Adjust accordingly.

Write out:

  1. Bullet points of what life is going to look like in the next 1 yr.
  2. Future journaling for your vision – write a journal entry, as it already happened.

Most people’s dreams are about relationships, which don’t make as much money.  

E – Establish a plan

1 to 2 goals. Map it out for 90 days.

A – Actualize your dream

Make the plan come to life.

M – Make it a habit – for 3 months.

Put it on the calendar.

 

Anna Sergunina
Anna Sergunina
anna@mainstreetplanning.com

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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