No matter how many years it’s been since we’ve tossed a graduation cap in the air, the back-to-school energy of September motivates many of us to re-commit to moving forward in our lives; making it the perfect time to check-in with our financial goals.

As Money Coaches we help people progress through the 7 Stages of Financial Well-Being™ to ultimately achieve financial fulfillment. A great way to set goals is to recognize which stage you are in and to understand what you need to do to move to the next stage. You may be able to determine where you are by reading the descriptions of each stage in the graphic (click the image to enlarge), but you can also download our 7 Stages of Financial Well-Being™ Quiz to see where you stand.

Maybe you are already very clear about which of the 7 Stages you are in, yet you feel stuck. Continue reading →