Your Money Reset Part 1 - Review of Your Financial Year

A new year always brings that feeling of possibility - a fresh start, a clean slate, a chance to design a life that feels more aligned, more intentional, and more you.

And when it comes to creating the life you want, there’s one tool that quietly changes everything: a financial plan.

Not a complicated spreadsheet.

Not a strict set of rules you’ll abandon by February.

But a roadmap that helps you understand where you’re starting, what matters to you, and how to move toward your biggest goals with clarity and confidence.

This 5-part series is your guide to doing exactly that.

We’ll walk you through the foundations of financial wellness: from reviewing your year, rewriting your money story, envisioning your future, understanding your habits, to building a budget that actually supports the life you want.

By the end, you won’t just have a plan. You’ll have a powerful framework for making money decisions that feel intentional, informed, and aligned with the woman you’re becoming.

Let’s set you up for financial success in 2026!

And today, we begin at the only place a good plan can start: reviewing your financial year.

Planning Is Power

Most of us want to feel financially confident but life is unpredictable, expenses pop up out of nowhere, and our priorities shift constantly.

That’s why planning can feel overwhelming: Where do you even begin?

You begin by looking back.

Before you set new goals or build a budget, you need clarity on the financial year you’ve just lived.

This is perfect the moment to pause, reflect, and understand the patterns that shaped your money decisions.

Exercise:

Take 20–30 minutes to journal on the following:

1. Your money wins

• What went well?
• What are you proud of?
• What goals did you hit?
• What habits supported you?

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2. Your challenges

• What felt chaotic, stressful, or draining?
• Where did things catch you by surprise?

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3. Your spending patterns

• Reflect: Where did your money actually go each month?
• Did your spending reflect your values or your impulses?

4. Your emotional triggers

• When did you overspend or avoid checking your balance?
• What feelings tend to drive your decisions?

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5. Your financial foundation

• How did your income shift?
• Did you save consistently?
• Did your debts increase or decrease?

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This review isn’t about guilt. It’s about clarity.

Knowing what type of spending brings you joy  and what can be improved in the new year, that makes all the difference.

It’s the data you need before making any plan for your future self and the new year.

Why this matters:

Planning becomes easier (and less stressful) when it’s grounded in reality. Starting with a review gives you power because:

• You identify what’s in your control
• You see what’s important for the year ahead
• You understand the tradeoffs you’ll need to make
• You stop planning from a place of guesswork

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Now that you’ve explored where you’ve been and what shaped your year, you’re ready for the next essential step: understanding the why behind your decisions.

Join us in part two of this mini series, where we dive into rewriting your money story and defining the values that will guide every financial choice you make moving forward.