Creating a Financial Vision Board for 2023

Hello confidante community! We hope you are all having a good year so far.. This week Jackie was live solo to discuss strategies for creating a financial vision board in 2023. We hope you are feeling good about the person you are in 2023 and keeping a positive mindset for a successful year ahead. It is time to start thinking of how to make this year your best financial year yet. Lets talk about building the financial vision board

Jackie started off by sharing some of the goals in her vision board as a reference to what should be in there. Some of hers were to lose some weight and travel! Yes, anything and everything you want should be in there.


Make sure your financial vision board is visible

To help you stay motivated and on track with your set goals, ensure your vision board is kept in a very visible spot and a place where you go to at least once everyday. This will help to keep you on track even when life gets very challenging! Think of the fridge or even your background wallpaper for those who would create a virtual vision board. Having some visual cues in your vision board is also important as it serves as reminders to help you stay motivated and inspired about how to get started. Be intentional about the details and add ideas on how you plan to reach your set goals


Prioritize debts

When creating the vision board, you don’t just want to include why you have certain goals but how you plan to hit them. For debts, you want to add tools that you are going to use to pay off debts. It could be a budget software that helps you track your spending. You want to also add what’s going to inspire you when it gets hard to pay up these debts. A simple image of someone sleeping soundly will do – it reassures you and would make it easy for you to keep going


Ask your self why you vision board matters

A vision board has to be really personal for you to be able to stick to it. You have to dig really deep and think what is important to you this year, what changes to your finances do you want to see this year, why does it matter so much to you? These are questions to ask yourself when creating that financial vision board. You need to have a compelling enough reason to stick to your plan in achieving your goals. Remember that your goals have to be important to you for you to reach them. The vision board helps you tune out the noise and ensure you stick to your goals


Key take aways

  • Think about what you want to change about your finances in 2023 and what is currently keeping you up at night
  • What would you like to do more of when it comes to your finances in 2023?
  • Is there an opportunity in your current financial situation that you are not taking advantage of? Look into those group RRSP plans and ensure you are taking advantage of all benefits from your employer

Your future is determined by those small steps you take today! Let us know in the comments what your goals are and be sure to reach out to us to help you get started on creating your financial plan for 2023 and beyond. Abundance awaits you! Please reach out to Also, feel free to share your questions with us here or on our social platforms

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