Mariel Segarra

Brent suggests that you check in on them monthly to start.

And when you do meet a goal, do something nice for yourself.

On that note, Soledad says it's important to reflect monthly on how you're taking care of yourself, your mind, your body, your spirit.

She's noticed that it's much harder for clients to work on their finances when they're exhausted.

So now you don't have the emotional and mental bandwidth to deal with your finances or like open a Roth IRA.

Now, self-care is going to look different for everyone, but it could mean setting aside money to do things that bring you joy.

It could mean saying no to plans or saying yes to plans.

Or if you're always rushing around, it could be something as simple as blocking off time to eat three meals a day.

And on that note, it's time for the daily tasks.

The good news is there's no money equivalent to brushing your teeth.

Nothing you absolutely have to do every day for your financial health.

Except maybe go to work.

Bummer.

I know.

But here are some nice-to-haves.

Brent says you can make a daily habit of reflecting on your purchases.

And are my choices lining up with what matters to me?

Are they helping me build the life that I want?

Soledad likes to do something called thought work.

You can do this on paper or in a voice note.