Weekly Financial Check-In

If your financial life feels like it’s on the back burner—or spread across too many tabs in your brain—you’re not alone.

Between work, family, and endless to-dos, it’s easy to ignore your money until it demands attention. But what if you had a weekly ritual that helped you stay clear, confident, and in control… without needing to overhaul your life or build a spreadsheet?

That's why I created the Weekly Financial Check-In: a simple, 5-step process designed for real women with full lives and big goals.

Here’s how it works:

1. Take a Breath: Acknowledge how you're feeling about money this week—this creates space for clarity.

2. Know Your Numbers: Choose one financial number to check—net worth, savings rate, monthly spending, or progress toward a goal.

3. Take One Action: Make one small move—transfer cash to savings, review your 401(k), audit your “leaky spending,” or revisit your equity comp plan.

4. Celebrate a Win: Even if it’s just reading this email or canceling a forgotten subscription.

5. Look Ahead: What’s coming up—personally or financially—that you want to be ready for?

This isn’t about perfection. It’s about staying connected to your money and values in a way that feels supportive, not stressful.

📝 Weekly Financial Check In.pdf

If this resonates, I’d love to hear your biggest takeaway—or help you create a financial plan that supports the life you’re building.

Rooting for you,

Jamie

P.S. Want to explore how your finances could feel more aligned and intentional? Let’s book a short clarity call.