Do you have a plan for your finances in 2007?

Why not?


  • Would you have surgery performed by a doctor who did not have a plan?
  • Would you build a house without a set of plans?
  • Would you take a vacation without a plan?
  • Would you go to war without a plan?

It won't take long, and you will not regret it!  When you write down your goals, the chances are increased 100-fold that you will achieve them.

Why not take the time right now to meet with your spouse and develop a written plan for your finances in 2007.

In the spirit of your taking the major step to write down a plan for your 2007 finances, here is a list of questions you may want to consider.

  • Do you have any major repairs coming up for your house or vehicles?  How much will it cost?
  • When are you going on vacation?  How much will it cost?
  • Are there any major events occurring in 2007 that will cost money?  Weddings/Birthdays/Anniversary 
  • How much do you want to spend on 2007 Christmas?  Divide the number by 12 and start saving now!
  • Are you getting a tax refund?  If so, write down a plan on paper that details how/when/where it will be spent/saved/given.
  • Are your children going to college?  How much have you saved, and how much will you need?
  • Can you bump up your contributions to your retirement savings?
  • Can you bump up your giving to worthy causes that you fiercely believe in?
  • Are you budgeting all of your spending on paper before the month begins and making your money obey the INCOME – OUTGO = EXACTLY ZERO formula?

Hopefully these questions will assist you as you develop a plan to win with your money in 2007!

I personally can't wait to see what is going to happen in 2007!

1 Comment

  1. […] a financial plan for 2007 Joseph Sangl has a great blog about finaces I’m reading these days. Check out this entry about making a financial plan for 2007. […]

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