Financial Celebrations for the end of 2023!

This week at Financial Friends Virtual, we celebrated:

1 - Big Financial Win that stood out to us over the course of the year. What is a Big Financial Win you want to celebrate? (Common Theme: it took a few tries and actively committing to stick to it)! From big moves to new businesses. From proactive to reactive. We took action this year!

2 - Financial Knowledge. What are you excited to have learned in 2023? We celebrated learning a new financial app to staying in money talks. Also how to balance money, time, and energy. And even that as a solopreneur in Denver, I was responsible for Occupational Privilege Tax. 

3 - Financial A-Team. Who is someone that has helped you on your financial journey this year? It could be a Specialist, Connector, Mentor/Mentee, Financial Friends, or Diverse Thinkers. It was our spouses, mentors, Lenders, an investor and The Pledgettes. 

4 - Financial Practice. What is something we want to celebrate that we practice (or something new you tried) in 2023? Filing sales taxes for the first time. Using a new budgeting app. Not purchasing alcohol when eating out dinner. Defining investing myself and hiring a coach!

Financial Confidence comes from the three key ingredients of Financial Knowledge, Financial A-Team, Financial Practice. Keep learning, keep asking questions, and keep trying new things. I'm confident that you will continue to grow in your financial journey!

Send us a message to share your 2023 wins, insights, and reflections! From conversations to learning to moving money!

Here is this exercise in worksheet format. 

The Pledgettes Worksheet Year-End Celebrations.pdf

And if you're really feeling that you have nothing to celebrate, here's a list of financial actions that may spark some memories. Also, by initiating a Healthy, Wealthy Talks with your partner, friends, family, or colleagues, you may come up with some more and get to celebrate them too!

The Pledgettes Active Role Checklist CEO of my Money (1).pdf

PS - Want to see how much fun we have in-person too? Check out the highlights from our Financial Friends Denver Celebration with Annie and Chandler from Maia Wealth.