Life Kit Do you have a financial self-care routine?
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Apr 23, 2026 
Brent Weiss, a certified financial planner and Facet co-founder, maps out a financial self-care routine. He gets into setting money goals around the life you want. Then it moves through savings, benefits, taxes, investments, credit, debt, and monthly money habits. There’s also a strong focus on how rest, emotions, and mindset shape financial decisions.
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Define The Life First Then Build Money Goals
- Start by defining what would make the next three, five, or ten years feel wildly successful without mentioning money.
- Brent Weiss uses that answer to reverse-engineer financial goals like paying off loans, maxing retirement, or saving for a house.
Review Savings Rate And Annual Benefits
- Check whether your savings account pays competitive interest and review annual benefits, insurance, subscriptions, and beneficiaries.
- Marielle Segarra notes some big banks still pay 0.01%, while other insured accounts offered roughly 3% to 4%.
Benchmark Investments Instead Of Panic Selling
- Review investment returns yearly, compare them with the S&P 500, and rebalance if your stock-bond mix no longer fits.
- Soledad warns clients not to panic-sell during market drops and prefers expense ratios below 0.15% when possible.