Your client is a senior leader making good money and carrying a low-grade financial anxiety that never quite resolves. They don't know exactly what their monthly savings rate is. They know roughly what they earn but not precisely what they spend. They have vague awareness of debt but not a number. The anxiety is not from crisis - it is from the absence of information. They make major financial decisions (a car, a renovation, a career move with a pay cut) from roughly the right place rather than from known coordinates. The Financial Goals Worksheet is appropriate here not as financial advice but as a structure-building exercise that converts vague financial awareness into specific numbers.
How to Introduce
Frame this as a clarity exercise, not a financial planning session. 'The worksheet is not asking you to solve anything. ...
2Professional in their early 40s who has earned well and saved erratically🔒
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3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags
