Reflect on last year and look ahead to this year.
- Identify 1 thing that you think is contributing to good teamwork regarding money management.
- Identify 1 change (or area for change) that you think would likely contribute to improved teamwork with money management.
- Name 1-2 financial considerations that are, in your mind, important to take action on this year.
Rather than getting overwhelmed with planning for a whole year, use these three questions to quickly highlight concrete areas of focus.