Know Your Numbers Before Your Pivot
As part of my downtime during the Summer of Rest, I do have some adulting maintenance on my list of goals. Catching up on 2.5 years of doctor’s appointments, opening and shredding the non-priority envelopes piling up on the kitchen counter and my personal favorite–recalibrating my financial goals for the rest of 2022.
For those of you who have been following along for a while now, you may remember I’m a bit of a financial tracking nerd. I’ve been using the tool, You Need A Budget (YNAB) for about 6 years in my personal finances (and I first wrote about in 2017!). This year I’ve also implemented a Profit First approach in my business.
All to say, I’m deeply grounded in my numbers. This helps me:
Spend within my means.
Set aside money for taxes and annual expenses throughout the year so I’m not in a money crunch when these bills come due.
Understand my financial needs and responsibilities so I know if and when I can pivot.
Intentionally save 2% of my earnings for giving to causes that are important to me.
Move through my fears around money–holding onto it, growing it, trusting myself when it comes to managing it.
So, this past weekend, I stepped into some honesty about my year to date and got clear on what I need to do in order to meet my goals.
And the truth was the relief I needed. I know exactly what I need to do with my current offerings to get where I want to be.
My internalized hustle culture says…but you can do more. It can be bigger. You can create something new.
Yet right now, my rest and this different pace is more important to me than more and bigger and new. This is the 2022 pivot.
As part of my financial puzzle, I’ve allocated my giving funds to a monthly donation for the National Network of Abortion Funds. The pride of knowing a percentage of my earnings will always go to the causes I fight for within my work–makes me feel like the business itself is a vehicle aligned with my values on multiple fronts.
This is part of the work I help clients master. We answer the questions…
What does a life of meaning look like to you?
What kind of work does that include?
What are the true numbers that could facilitate that life?
Now, let’s talk about how to get you there!
All of our work together is grounded in the reality of your life and your set of variables. Yet, we need to say the hard things–the truth about where you are right now so we can get you on the road to being where you want to be.
I’d love to help you get clear on your vision for a meaningful life and what you’ll need to make your big shift happen.