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How often should I review my finances

Q: “How often should I review my finances?”

A: More often than most people do, but less often than you might think. I recommend creating a regular money date with yourself at least once a month. I have “Finance Fridays” blocked off in my calendar, you can try this or even “Money Mondays”. Some couples I have worked with use “Sunday Syncs” to have their money conversations. This is not about obsessing over every dollar. It is about staying connected to your financial reality so there are no surprises.

Consistent awareness builds confidence, helps you make better decisions, and allows you to adjust before small issues become larger challenges. The women who feel most empowered with money are often the women who stay engaged with it consistently.

Do you have a question for our next newsletter?

Here’s to your prosperity!

Ruchi

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Ruchi Pinniger

HI, I'M RUCHI

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