If you can see it, you can be it.

As 2025 kicks off, it’s the perfect time to start planning your financial future. A financial vision board can be a powerful tool to help you visualize and achieve your financial goals.

A vision board is a visual representation of your goals and aspirations. It’s a collage of images, quotes and other visual elements that symbolize what you want to achieve. By seeing one regularly, you can stay motivated and focused on making your dreams a reality. Here are six tips to help you build your financial vision board:

1. Identify Your Financial Goals

   Begin by identifying what you want to achieve financially this year. This could include saving for a down payment on a house, paying off your credit card debt, going back to school or building your retirement funds. Be specific about your goals to make them more attainable.

2. Gather Your Materials

   You can create a vision board using poster board, magazines, scissors and glue. Or you can go the tech route and use digital design tools and apps. Choose the method that works best for you.

3. Visualize Your Goals

   Include images, quotes and charts that represent your financial goals. For example, if you aim to pay off $2,000 of credit card debt, you might include images of scissors cutting a card in half or a graph chart showing a decline.

4. Set Actionable Steps

   Decide your actionable steps. Instead of saying “pay off debt,” specify how much you intend to pay off each month and what steps you will take to achieve it. Breaking your broad goal into smaller steps makes your goals into a more achievable action plan.

5. Display Your Vision Board

   Place your vision board somewhere you’ll see it daily, such as in your work area or prominently on your refrigerator. A constant visual reminder will help you stay focused throughout the year.

6. Review and Adjust

   If things don’t go exactly as planned, don’t panic or give up. Plans are meant to be adjusted when necessary. Life changes, and so might your priorities. Make sure your vision board represents your current aspirations. If not, update the board to reflect what has become more critical.

Creating a financial vision board can be a fun way to stay on track with your financial goals.
Visualizing what success looks like will inspire you to take the necessary steps to achieve it.

Need to save money toward a big goal this year? A Cadence Bank savings account might be just the tool you need. With a variety of accounts to fit different lifestyles, we can help you. Click to learn more.

Sources:
https://www.investor.gov/additional-resources/spotlight/directors-take/vision-board-invest-your-future
https://www.forbes.com/sites/traversmark/2024/03/29/a-psychologist-explains-the-power-of-vision-boarding-for-success/
https://www.forbes.com/sites/cicelyjones/2023/12/15/gen-z-guide-to-personal-financial-planning/

This article is provided as a free service to you and is for general informational purposes only. Cadence Bank makes no representations or warranties as to the accuracy, completeness or timeliness of the content in the article. The article is not intended to provide legal, accounting or tax advice and should not be relied upon for such purposes.