Mid-Year Money Check: Realign, Rebuild, and Refocus Your Financial Goals

We’ve officially hit the halfway point of the year, can you believe it?

June is more than just the start of summer. It’s a strategic checkpoint. A divine pause to reflect on where you’ve been financially… and decide where you’re going next. Whether your year started off strong or you've had some unexpected detours, now is the perfect time to realign your goals, rebuild your systems, and refocus your financial strategy with intention.

Here’s your mid-year money check-in to make the second half of the year your most powerful yet:

1. Revisit the Vision & Recommit to the Plan

Life gets busy, and goals can fall by the wayside, but your vision still matters.

Review Your Financial Goals: What did you set out to accomplish this year? Are you on track, ahead, or behind?

Identify What’s Working: Celebrate the wins, big or small. Confidence grows when you acknowledge your progress.

Release What’s Not: Let go of goals or habits that no longer serve you or your current season.

2. Clean Up Your Financial House

Clutter, both physical and digital, can block clarity and progress.

Reconcile Your Books: Whether personal or business, now’s the time to tidy up your transactions and ensure your books are tax-ready.

Assess Spending Habits: Pull the last 2-3 months of statements and categorize your expenses. Where’s your money actually going?

Revisit Your Budget: Adjust for life changes, new income streams, or seasonal shifts in expenses.

3. Check In On Tax Strategy

The worst time to think about taxes is during tax season. Planning ahead now = peace later.

Review Year-to-Date Profit: Are you pacing to owe taxes or get a refund? Mid-year is the time to correct the course.

Make Adjustments to Payroll or Distributions: S-Corp owners, this one’s for you, ensure your payroll and distributions are aligned for optimal tax efficiency.

Max Out Retirement Contributions Early: Especially if cash flow is strong, begin funding those tax-advantaged accounts now.

4. Refresh Your Revenue Strategy

You can’t save your way to wealth, you also have to grow.

Audit Your Offer Suite or Income Streams: Are they profitable? Sustainable? Still aligned with your long-term goals?

Set Q3 Revenue Goals: Aim for clear numbers and the actions needed to hit them (ex: launch new offer, upsell existing clients, raise prices).

Track KPIs: Don’t just hustle, track progress monthly with real metrics (revenue, profit margins, leads, conversions, etc.).

Let’s Realign Together

If you're realizing this year hasn’t gone exactly as planned, or you’re ready to elevate to that next level, know this: there's still time to finish strong.

Book a Mid-Year Strategy Session

Let’s clean up your books, optimize your tax plan, and make sure your finances are aligned with your calling.

You’ve got six months left. Let’s make every one of them count.