🌿 Your Mid-Year Financial Check-In 🌿
As July rolls in, we hit the halfway mark of the year, which is a natural moment to pause, reflect, and recalibrate. For many business owners, this time gets swept up in summer plans or scrambling to “catch up” on goals. But this midpoint is powerful, especially when it comes to your financial wellness.
At MOD, we believe that financial wellness is a form of self-care. It’s not just about profit margins and spreadsheets ... it’s about clarity, confidence, and being in the right relationship with your business. It’s about creating the financial foundation that supports your life, your values, and your peace of mind.
So, in the spirit of Wellness Wednesday, let’s talk about how to check in with your business finances ... gently, honestly, and with intention.
1. How are you really doing financially?
Before you run a single report, take a deep breath and check in with yourself. Do you feel in control of your finances or a bit out of touch? Are money decisions causing stress or avoidance?
Your mindset around money is part of your wellness, and it deserves your care and attention.
2. Look at your numbers with curiosity, not judgment.
Open up your financials and ask:
-
Revenue: Are you on track with your sales goals?
-
Expenses: Where is your money going? Is it aligned with your values and priorities?
-
Profit: Are you paying yourself enough? Are you building sustainability into your pricing?
This isn’t about beating yourself up. It’s about clarity, so you can make decisions from a place of power, not panic.
3. Revisit your goals ... and give yourself permission to pivot.
The goals you set in January may not reflect where you are now. Maybe your business has grown faster than expected. Maybe life threw you a curveball.
What’s most important is that your goals still make sense for the life and business you want to create. Now is a great time to:
-
Refine your revenue targets
-
Adjust your offers or pricing
-
Plan for upcoming cash flow needs
-
Set fresh intentions for Q3 and Q4
4. Ask for support. You don’t have to do this alone.
If looking at your numbers feels overwhelming, that’s okay. Most entrepreneurs didn’t go into business to be financial analysts. But understanding your financial picture is foundational to your long-term success.
This is where having a trusted accountant or bookkeeping team (hi 👋) can make all the difference. Financial empowerment doesn’t mean doing it all yourself; it means having the support, tools, and confidence to lead your business intentionally.
5. Celebrate how far you’ve come.
Even if the numbers aren’t quite where you want them to be, there’s growth you can’t measure in a spreadsheet ... resilience, clarity, experience, relationships, and impact.
You’re building something that matters. That deserves recognition.
Taking time to check in on your finances is a meaningful act of leadership and self-care. It allows you to realign your business with your values, reset your direction, and move into the second half of the year with clarity and confidence.
Here’s to a grounded, empowered, and joy-filled Q3.
You’ve got this. 💛