This weekend, my husband and I invested time in a Mid Year Financial Review - a Money Check In. Several times a year we review our finances and adjust as needed to feel confident that funds are available for all of our needs.
Some people call it budgeting...I call it keeping my relationship with money healthy and HONEST.
I posted a status on my Facebook page that I was doing this and my new friend Ian Garlic who I met at the Book Breathrough NYC Conference Last week asked me about our Process. So I thought I'd blog about it!
Here's our " Money Check-up" process in a nutshell.