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Meet Penny, the Planner

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Penny the Planner

Penny, the Planner has clear financial goals and understands the value of a budget. She loves executing a plan! If Penny doesn’t have a plan, it’s time to get one so that she can get to work on making her goals and dreams come true. She has a healthy relationship with money and tends to invest wisely, taking some risk in line with her investment personality (learn what that means and how to do it ). Penny may get too future oriented and have a tendency to miss out on experiencing life in the now.

I meet and work with many Penny, the Planners who are feeling lost without a plan to execute. Some signs that this might be you…

  • You feel guilty when you spend money. This makes perfect sense! If you don’t know how much you want to be spending to reach your goals, spending will feel really hazy and guilty.
  • You research and research but take no action. Good ole’ paralysis by analysis. There’s so much info out there. It can be extremely overwhelming and hard to figure out where to start.
  • You are in fine shape financially but know there is so much more. Penny, the Planner wants to maximize the joy and impact she gets from her money. It’s called a money journey for a reason. Don’t settle for fine when there’s such much more there for you!

The buck stops here. Take one definitive action towards getting your plan, Penny! If you need some ideas, take this money persona quiz for customized tips specific to your money persona!

If you missed the #MoneyCleanseChallenge, stay tuned  for a day by day recap of a step you can take each day to make big strides in your financial wellness. And bonus… we raised $150 that went directly to High Water Women’s financial literacy program!

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