Step 3: Plan your next chapter

Once your foundation is stable, it's time to look forward. Start building savings, setting goals, and planning for your future.

What happens in this step?

  • Set realistic savings goals based on your new financial situation
  • Create budgets for future expenses (vacation, emergency fund, etc.)
  • Track your progress toward financial goals
  • Build confidence in your financial future

Why this matters

After a major life transition, it's easy to feel like you're just surviving month to month. This step helps you shift from survival mode to growth mode. When you have clear goals and a plan to reach them, you regain a sense of control and optimism about your financial future.

Ready to plan your next chapter?

Use our Goals and Budgets tools to start building toward your financial future.