Q1 Recap: My Step by Step Quarterly Planning Process

At the beginning of the year I took you through my annual planning process (Episode 22). This exercise has been a GAME-CHANGER for me.

Putting your life vision, goals, and financial snapshot into a document you can use to keep yourself on track is how you set yourself up for success.

This week's episode I'm diving into the first quarter of 2023. I'm taking you through my actual process I do every 3 months to make sure I am sticking to my goals.

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