Season 3 | Episode 54

Dream-Map-Review-Adjust: Assessing Your Zen Money Flow

April 26, 2021

Episode in a Nutshell:

Let's talk about strategic planning! This is a good time of the year to figure out where you want to review where you’ve been and where you want to go...


In this episode, we discuss:


The 4 steps to Zen Money strategic planning:

  • Step 1 = Dreaming - What would you love to have happen in your business and personal life?
  • Step 2 = Mapping - We need to figure out how to get from where we are now to achieving those big goals set in the Dreaming phase.
  • Step 3 = Reviewing - Let's look at what we’ve achieved since we set our goals and where things might have gone off the rails.
  • Step 4 = Adjusting - Let's figure out what needs to change and map out those specific changes to your biz strategy.

Today, spend some time in your dreaming place and figure out what you truly want to achieve in the next 6-12 months!


Show Highlights:

  • 1:20 - Dreaming
  • 4:35 - Mapping
  • 5:40 - Reviewing
  • 6:40 - Adjusting
  • 9:00 - What you can do today to start this process

Be sure to grab this week's Podcast Companion!

>> And be sure to check out the Zen Money Accelerator Advantage Kit here! <<


Thanks for joining us for this episode...stay tuned for next week's show! In the meantime, to continue the Zen Money conversation, join me online at @zenmoneycfo.


And finally, I'd love to hear from you! To submit a review of this podcast, just visit this link and walk through the super easy steps to let us know what you think:


Thanks in advance for your feedback!

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Hosted by:

Liz Lajoie, Zen Money Strategist & CFO

Liz Lajoie, the “Zen Money CFO”, helps entrepreneurs master their finances and grow thriving businesses that support their passions and advance their big missions.

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