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  • Your Finance Health Check in

    Încărcat de

    Andrea Lujano
    20 vizualizări6 pagini
    This document provides prompts and exercises for evaluating one's current financial situation and setting goals to improve financial security over the next year. It prompts the reader to reflect on their current financial needs, savings, spending habits, and values around money in order to identify specific changes that could be made, such as reducing certain expenses or increasing savings, to feel more financially secure over time. Action items include creating financial goals and milestones, identifying supporting resources and people, and setting affirmations to attract more financial abundance.

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    This document provides prompts and exercises for evaluating one's current financial situation and setting goals to improve financial security over the next year. It prompts the reader to reflect on their current financial needs, savings, spending habits, and values around money in order to identify specific changes that could be made, such as reducing certain expenses or increasing savings, to feel more financially secure over time. Action items include creating financial goals and milestones, identifying supporting resources and people, and setting affirmations to attract more financial abundance.

    Drepturi de autor:

    © All Rights Reserved
    Descărcați ca PDF, TXT sau citiți online pe Scribd
    Indicator pentru conținut neadecvat
    20 vizualizări6 pagini

    Your Finance Health Check in

    Încărcat de

    Andrea Lujano
    This document provides prompts and exercises for evaluating one's current financial situation and setting goals to improve financial security over the next year. It prompts the reader to reflect on their current financial needs, savings, spending habits, and values around money in order to identify specific changes that could be made, such as reducing certain expenses or increasing savings, to feel more financially secure over time. Action items include creating financial goals and milestones, identifying supporting resources and people, and setting affirmations to attract more financial abundance.

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    © All Rights Reserved
    Descărcați ca PDF, TXT sau citiți online pe Scribd
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    din 6

    Your financial health check

    Space to be financially sound

    My inner Creative
    myinnercreative@icloud.com Myinner.creative theartofbujo

    myinnercreative Myinnercreative Myinnercreative


    Check in
    Get clear about your financial situation

    What does your current financial situation look like?

    Can you meet all your financial needs

    What is your main source of income?

    How much savings do you have?

    What is your income per month?

    How much have you invested or


    Have aside for investments?
    Health check
    Lets get in touch with how you feel about your money!

    Think about your situation, are you happy with your finances?

    How negatively do you treat you money? Is it more for “ends meet” or
    for security?

    Is being financially secure one of your core values?

    How would you like to feel about money in 1 year from now?

    What does your financial situation look like one year from now?

    What is one think you know you need to stop doing to be more secure?
    changes
    Lets start making some changes! Fill in the blanks!
    When I start
    ________________________________________________________________________
    ________________________________________________________________________
    ________________________________________________________________________
    _________________ I will feel more financially secure

    To reach my financial goals I need to


    ________________________________________________________________________
    ________________________________________________________________________
    ________________________________________________________________________
    _________________ and by doing this I will know I have reached my goals by
    ________________________________________________________________________
    ________________________________________________________________________

    If I had all the money I needed right now, I would


    ________________________________________________________________________
    ________________________________________________________________________
    ________________________________________________________________________
    _________________ and I would go
    ________________________________________________________________________
    ________________________________________________________________________
    and I would do
    ________________________________________________________________________
    ________________________________________________________ differently.
    If I had a consistent flow of extra money it would make me feel
    ________________________________________________________________________
    ________________________________________________________________________
    ________________________________________________________________________
    ________________________________________________________________________
    ________________________________________________________________________
    Affirmations

    Everyday I am I now live feel My capacity to


    attracting and expect an grow money
    more and more abundance of grows more
    money money every day

    It is safe for me I am worthy of


    I attract to be excited financial
    money easily about money security

    I can handle all I am specific in I enjoy saving


    my bills in full my financial money and find
    and on time goals and it easy to put
    vision money asside
    myinner.creative.com

    Money goals
    SUmmary
    Describe you goal

    Key Objectives and


    dependencies

    TARGETS ACTIONS MILESTONES


    10 Small actions to do to reach your goal. Think of If you are a rewards based
    small, achievable activities for taking action? person –think of some small
    or big rewards for you
    reaching your milestones
    towards this goal

    SUPPORT
    People to ask for support, guidance or
    accountability

    RESOURCES
    Resources or encouragement needed for this
    goal

    NOTES and information Celebrate the


    wins

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