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Get the FREE Worksheet! https://lissa.money/map In this video, I explain why merely saving money in a single account can be a financial mistake and introduce a straightforward three-step system to help you build wealth more effectively. Learn how to define your financial goals, allocate your savings to different accounts based on your needs and goals, and set realistic contribution amounts to achieve financial security and confidence. ✨ ▻▻ Subscribe for more personal finance education & abundance! ✨ ➤ / @lissalumutenga ▻▻ Connect With Me 👋 ➤ / lissalumutenga ➤ / lissalumutenga ▻▻ Timestamps 🕒 00:00 Start of video 00:50 Who I am 00:57 Recap - Why saving alone isn't enough 02:43 The shift to make with your savings 04:49 Simple 3-step framework 05:04 Step 1 - Define your financial goals 07:49 Step 2 - Match your goals to accounts 11:54 Step 3 - Set realistic amounts 13:45 Free worksheet 14:04 Final thoughts ▻▻ Resources + Links Mentioned 📚🔗 ➤ Free Worksheet! https://lissa.money/map ►► IMPORTANT! ⚠️ AFFILIATE DISCLAIMER: Some of my videos and descriptions may contain affiliate links and sponsored content. This means I may earn a small commission if you use these links, at no extra cost to you. I do my best to only share things I’ve tried, currently use myself, or think you might actually find helpful! ⚠️ CONTENT DISCLAIMER: Everything I share is for educational and informational purposes only and isn’t intended as legal, tax, accounting, or investment advice. While I’m a CFP® professional and an Accredited Financial Counselor®, I don’t offer personalized advice through this channel or on social media. For guidance specific to your situation, please consult a qualified professional. #personalfinance #financialeducation #money