4 min read
A 20-minute weekly money date
A short, regular check-in beats a big monthly overhaul. Here is the simple agenda I use with clients.
Budgets fall apart when nobody looks at them. A weekly money date fixes that in about 20 minutes.
Pick a time and make it nice
Same day, same time. Coffee, a snack, your favorite playlist. It should feel like a treat, not a chore.
Use a simple agenda
Check balances, log the week’s spending, look at upcoming bills, and celebrate one small win.
Keep it shame-free
Overspent? Note it, adjust next week, and move on. Consistency beats perfection every time.
Put your first money date on the calendar today.