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Setting financial goals and moving from stress to confidence

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Setting financial goals

Although life in 2016 was stressful, we were able to capture the magic of Christmas that makes it my very favorite time of the year. We slowed down in December, spending our afternoons baking, committing random acts of kindness, and enjoying our favorite traditions.  This article discusses the importance of setting financial goals which helps you move from stress to confidence.

One of those traditions is ringing the red kettlebell for the Salvation Army. We’ve done it four times now, and there’s just something magical about greeting shoppers with a “Merry Christmas!”, a friendly smile and an opportunity to give. And we always find that ringing the bell with kids makes people a little extra generous.

As we head into 2017, my hope is that we’ll continue to exercise generosity as one of our family’s core values. But we also have some financial goals—like paying off our vehicles, the lot we plan to build on, our daughter’s braces, etc.—which will help us be more generous in the future.

We’ve set financial goals like this in the past, but both Sean and I are spenders. It’s not things that get us but experiences…usually travel.

SunTrust’s onUp Movement launched last year on Super Bowl Sunday and has helped almost a million people take steps to gain control over their money and focus on what matters to them.

The onUp Mental Wealth Quiz asks some good, thought-provoking questions, and my results say:

You’ve taken some good steps in the past. But, at the same time, you’ve struggled to maintain those actions. It’s time to get in the game and stay there.

You need to step back from your financial flow and examine what matters the most to you. Here is one thing you can start doing right now: Weigh the cost of an impulse buy versus spending on what matters the most to you.

That fits well with the goals we’ve set as a family, and while I also believe that there’s no promise of tomorrow, we feel strongly that this is the year for us to focus and lay the foundation for the next couple of decades for our family.

Whether you’ve already set financial goals for 2017 or you’ve been avoiding thinking about your finances, head on over to take the quiz and discover tools and resources to help you move from stress to confidence!


At SunTrust Bank their purpose is lighting the way to financial well-being. When you feel confident about your money, you can save for your goals and spend knowingly on what matters most to you.

The onUp movement was created to guide millions of people one step at a time towards a more financially confident life without ever losing sight of the moments that matter along the way.

Join the growing number of people transforming their stress into positive motivation to move onUp.

Join the movement

This is a sponsored conversation written by me on behalf of SunTrust. The opinions and text are all mine.