9 Money Questions to Get You Ready for 2020

• The financial conversations that you do (or don't) have with yourself impact your success with your money.
• As you prepare for your New Year goals, take time to review the lessons you want to bring into the New Year.

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The financial conversations that you do (or don't) have with yourself impact your success with your money. As you prepare for your New Year goals, take time to review the lessons you want to bring into the New Year. These 9 questions will get the conversation started: 

1. What were my money wins in 2019?

Everyone has a financial win. Maybe you were employed all year. Or, 2019 taught you what you need to work on in the new year. 

2. How did I make my money wins happen? 

Did you get a promotion? Finally start the training program? Launched a side hustle? Or, maybe you finally stuck to your budget. Write down the actions you took that lead to the wins that you listed above. 
 

3. Going into 2020, my three money strengths are: 

Use the information you gathered in question 1 and two to help you answer this question. Examples of strengths may be character traits you have or are developing, or they can be situations in your life that will help you become successful. For example, a stable income is a situational strength that will help you reach your goals next year. 
 

4. What were my money lessons in 2019?

What didn't go as planned for you financially this year? Were there goals that you did not accomplish? What do you think you could have done better?
 

5. What factors contributed to my money lessons in 2019?

What personal traits or situations kept you from reaching your money goals in 2019? Include personal factors (i.e. I did the wrong math, I lost focus on my goals, I spent too much on the vacation, etc,) and situational factors (i.e. My hours got dropped at work, the car broke down, a family member needed help).

6. What do I know now that would have helped me better handle my money lessons? 

What knowledge, resources, or habits do you now possess that would have helped you when you were dealing with your money lessons from Question #5?

7. How do you want to feel about money in 2020?
Do you want to feel stress free, empowered, or more connected with your money? Write what you hope to feel and include an action step to help you achieve each feeling. 

8. What are your money goals for 2020? 

Write down all your hopes for 2020. Make the goals SMART--(1) Specific - Use numbers and dates (2) Measurable so you can track your progress (3) Achievable based on the tools available to you (4) Realistic to what you can achieve this year (5) Time Based - Don't hold back! Set a deadline and make it real. 
 

9. Rank your money goals from most important to least important: 

#1 is the most important goal. 

1. 

2. 

3. 
 

Share your 2019 lessons and 2020 financial goals with us on Instagram or Twitter.