top of page

Episode 4: Realign Your Money, Mind & Moves - Financial Planning 101

Updated: Sep 9


Financial planning isn’t just about numbers — it’s about aligning your mindset, your decisions, and your daily actions with the goals you want to achieve. In our latest Beyond Table Talk conversation, Realign Your Money, Mind & Moves: Financial Planning 101, we dug into the foundations of building a plan that works not just on paper, but in real life.

Why Realignment Matters

Many of us carry financial habits and mindsets shaped by family, culture, or past experiences. These can either empower us or keep us stuck. Realigning your money, mind, and moves means taking an honest look at where you are today, identifying what’s working, and being willing to shift the areas that are holding you back.

Practical Tips from the Conversation

Our panelists shared actionable steps for creating a healthier financial path:

  • Start with clarity: Know what you own, what you owe, and what you want to achieve.

  • Set intentional goals: Define short-term and long-term priorities that guide your spending and saving.

  • Mindset matters: Replace fear and avoidance with curiosity and confidence when approaching money decisions.

  • Take small moves consistently: Progress comes from steady steps, not overnight changes.

Building Confidence Through Knowledge

The conversation reminded us that financial planning isn’t just for the wealthy — it’s for anyone who wants to feel in control of their future. Education and open dialogue are powerful tools for breaking down barriers and making financial wellness accessible to everyone.

Join the Conversation

If you missed this Beyond Table Talk, the full replay is available on our platforms. We invite you to watch, share, and reflect on what realignment could look like in your own life. Together, we can move from confusion to clarity and from stress to stability.



Comments


bottom of page