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Checklist for Women Investors

The 30-Day Wealth Reset: A Guide for Women Ready to Take Control

(and execute) At least, that’s what I wish it said off to the side. It’s been a long time sine I’ve done both of those things – too long. I’ve spent the last couple months funemployed and figuring out exactly what I want to do. I found a job a long way away from home that fit the bill and tossed in an application the other day but I’m pretty sure that I won’t get it for one reason or another. Anyways – putting the application together was a lot of fun. It let me dream like I haven’t since I was in university, and getting it all down on paper was pretty liberating.

Photo by Randy Tarampi on Unsplash

Why This Reset Matters

Whether you’ve been doing the work all along, are getting back in the groove, or starting fresh—this 30-day plan meets you where you are. It’s about building momentum, clarity, and confidence on your terms. Not perfection—just powerful progress.

You’ll tackle key areas of your financial life in bite-sized steps designed to reduce stress, build confidence, and spark long-term habits.

Week 1: Awareness & Assessment

Goal: Know where you stand.

✅ Review your bank, credit card, and investment account balances

✅ Track your spending for the past 30 days

✅ Identify your top 3 financial stressors

✅ Reflect: What does wealth mean to you?

Mindset Shift: You’re not behind—you’re just getting started.

Week 2: Clarity & Planning

Goal: Set your direction with intention.

✅ Define one short-term and one long-term financial goal

✅ Set up or revisit your budget (use 50/30/20 rule as a guide)

✅ Organize your financial accounts into one dashboard or app

✅ Create a savings tracker

✅ Learn your “money personality” (Saver? Spender? Avoider?)

Mindset Shift: Small goals build big results.

Week 3: Action & Alignment

Goal: Build systems that support your goals.

✅ Automate a weekly or biweekly savings transfer

✅ Review your subscriptions and cancel what you don’t use

✅ Increase your retirement contribution (even 1% counts)

✅ Read one article, blog or book chapter about investing or financial planning

✅ Identify one financial boundary you want to enforce (e.g., saying no to lending money, not overspending on gifts)

Mindset Shift: Money alignment = energy alignment.

Week 4: Empowerment & Momentum

Goal: Celebrate progress and plan your next steps.

✅ Review your wins from the past 30 days

✅ Choose one financial habit to continue long-term

✅ Schedule your next financial check-in (monthly or quarterly)

✅ Share one thing you learned with a friend/accountability partner

Mindset Shift: You have what it takes—and now you have a plan.

Your Next Move

You’ve reset. Now let’s keep building.

💬 Want personalized support? Schedule your complimentary 30-minute Wealth Check-In today.

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Disclaimer: The information provided on this site and its blogs is for educational and informational purposes only. It does not constitute financial, legal, or tax advice. Always consult with a qualified professional for guidance tailored to your individual circumstances. The examples, illustrations, and sample checklists are intended for general reference and are not meant to reflect any individual or family's specific needs or outcomes. They are provided to demonstrate concepts and do not guarantee future results.