Understanding Your Finances

OnRoute to Wealth

Aug 11 2023 • 1 hr 15 mins

This episode is from one of my coaching calls. If you are interested in financial coaching services please visit my website: https://www.onroutefinancial.com/

In this episode we talk about the financial clarity and peace of mind that comes from knowing where your money is going. My client has taken significant steps, including getting a business bank account and credit card, resulting in a debt-free financial life.

Now, she's excited about new projects and dreams, and she wants to explore budgeting strategies that align with her ambitions.

My client talks about how she has successfully separated her business and personal finances, allowing her to maintain financial clarity and organization. We also go over how to create an efficient invoicing system and a clearer understanding of her income to avoid any unwanted surprises.

We talk about:

  • Relationships with budgeting
  • Using apps to track finances
  • Having an efficient invoicing system
  • Creating a new budget to fit new projects

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