Where do I start?

December 4, 2019

Getting our finances in order can sometimes feel like a huge task, especially if it’s not something that we feel is our strong suit. Or, even if we’ve had a pretty good system up until this point, it’s a good process to follow to make any improvements as continued progress builds our confidence and brings even more success.

We have put together a lot of information for you but we don’t want you to feel overwhelmed, so we suggest following these easy step-by-step instructions to help you to achieve the best results in the Financial Coaching program:


Group Session #1

The first step in the Financial Coaching program begins with Group Session #1. If you attended the live event, you can move on to the next step.

If you were unable to attend the live event, you can find the recording under the “Group Sessions” heading or follow this link to watch the recording here. We highly recommend that you watch both Part 1 & Part 2 as it will make it easier for you to fully understand the information that we cover below  –  https://assemblecommunities.com/financial/session-1-webinar-recordings/


Savings Goal Tracker

Do you know how much you need to save each payday to reach your home deposit goal? Use our “Savings Goal Tracker” tool to confirm exactly how much you need to be putting aside to reach your goal – https://assemblecommunities.com/financial/your-savings-goal/


Know your numbers

Money loves clarity! Before we can set realistic goals and assess our financial situation, we need to understand where all of our money is going.

We do this by completing the “Know your numbers” tool –



Debt Avalanche

If you have debt that you need to work towards paying off, the next best step is to complete the “Debt Avalanche” tool and set yourself a debt free date!https://assemblecommunities.com/financial/eliminate-debt/


Set your Goals!

Now that you are clear on all your numbers and you know what your goals are, let’s write them down so that they become a main focus for the months ahead!

Get your “Goals Template” here – https://assemblecommunities.com/financial/set-your-goals/


Great work! You’re well on your way to gaining more clarity and setting yourself up for financial success.

We’ll see you in Group Session #2