If you could choose any line of work to be in, would you choose the work you do now?  Do you feel good about where you are financially and on track to meet your goals?  These two questions speak to the core of two of the most common challenges I’ve worked with readers and clients on over the years.  My hope for you is that you wake up each morning excited about the day ahead, and put your head on your pillow each night at peace financially.

This week, I’d like to share a financial checkup from part two of my  book, Start Here Start Now (this month, I’m sharing assessments from four sections of the book as a special preview for you!). See how many of these statements hold true for you. And if you can’t honestly check them all off, I’m looking forward to coaching you through the pages of the book to take charge of your career and conquer the emotional issues that can threaten to sabotage your finances. Get your check up here – then share it with someone else:

Part Two – Business, Career, and  Finance Checklist

  • I like what I do every day
  • When I consider what I will be doing on any given day, I am excited to get out of bed in the morning.
  • I enjoy the people I work with.
  • I consider my boss competent.
  • I feel the work I do matters.
  • I have a financial plan for retirement and I am on track with it.
  • I am never bored at work.
  • I often feel in ‘flow’ at work – I am so engaged that I lose track of time.
  • If I want to move up in my company, I have a clear path to advancement.
  • If given the opportunity, I’d love to learn about ways to be better at what I do.
  • At work, I get to do what I do best by using my gifts and strengths daily.
  • I get regular feedback from my boss or clients that let me know if I am doing a good job.
  • My work environment is pleasant.
  • The compensation or reward I receive for my work feel appropriate for me.
  • I am not overwhelmed by my work.
  • I take regular breaks and vacations.
  • If I were downsized or lost business, I have opportunities beyond my current employer or client that would allow me to replace my income.
  • I spend my money in a way that is wise and intentional, not haphazard or emotional.
  • I have a mentor or coach to answer questions and help me brainstorm about my career goals and options.
  • I am satisfied that the level of education I currently have will support my highest career goals and options.
  • There is no other work I’d rather be doing than the work I am doing now.


My challenge to you:
Don’t settle for less than you are capable of professionally and financially. Set a new goal this week that stretches you.

Journaling assignment:
One year from now, what would you like to see different in your work and financial life?