I believe that systems beat goals and habits beat checklists. In order to incorporate personal finance consistently into my process, I’ve used a few techniques. One of those is to turn the activities into habits. The other is to tack those onto already existing habits I already perform regularly. … [Read more...] about Personal Finance Habits and Process
Process
The Blueprint – Overview
If I was forced to provide you a one sheeter with the most important things you needed to know to manage your finances, I think this would be it. Follow these 20 steps, broken up into 6 distinct phases, and you'll be OK. … [Read more...] about The Blueprint – Overview
Step 20: Review and adjust all steps regularly (for the rest of your life)
These steps are meant to be taken as a cyclical process, to be continuously evaluated, refined, adjusted and repeated. The previous 19 steps i've outlined are not meant to be done just once. This 20 step process is not a 'set it and forget it' procedure. It's designed as an iterative3 process. It's designed to be done, multiple time, over multiple years, as you move through … [Read more...] about Step 20: Review and adjust all steps regularly (for the rest of your life)
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