As the end of financial year approaches, I keep asking myself “where did the first half of the year go?!”. However it doesn’t take me long to recall the many things I have achieved in the last 6 months with respect to my career and personal life. I am sure that you feel the same way, but have you ever stopped to take a breath and reflect on your achievements?
Being an accountant, 30 June feels like the perfect opportunity to celebrate, reset and document the goals I want to achieve before the 2016 calendar year is over. With this in mind, I wanted to share with you my end of financial year health and wealth checklist as a little reminder of some of the areas in your life that you may ignore in times when life gets “busy”:
|Celebrate the health goals you have achieved so far this year:
We tend to be so focussed on setting new goals and moving the goalposts that we forget to reflect on how far we have come. Spend half an hour writing down what you have achieved. Celebrate these achievements with a gift to yourself – e.g. a spa treatment or massage, new Lorna Jane outfit, or lunch with friends.
|Celebrate the financial goals you have achieved so far this year:
The above achievements are not physical, so it is easy to forget how significant they can be!
Celebrate these goals with a (non-financial) treat – e.g. spend time relaxing, take a walk in nature, or read a book or listen to your favourite podcast.
|Schedule your regular health checks this month, including the following:
Taking care of your finances also requires regular appointments, including the following:
|Set new health goals for the remainder of 2016:
||Set new wealth goals for the remainder of 2016:
|Change your mindset to health:
||Change your mindset to your finances:
|Ask for help!
||Ask for help!
I truly believe that creating a healthy life encompasses our mindset towards wealth, so I really hope this checklist helps you with starting of the new financial year with a bang!
I would love to know what your health and wealth goals are in the comments below.