Financial Goals Worksheet

Turn “financial security” into clear, measurable goals and timelines using a coach-tested worksheet designed to make your next steps concrete.

Worksheet · 30 min · Print-ready PDF · Free download

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Preview Worksheet · 30 min

When to Use This Tool

A client who wants financial security but has never translated that into specific targets

Someone whose financial situation is creating stress that's affecting everything else

A professional whose income has grown but whose financial structure hasn't kept up

How to Introduce This Tool Plus

Financial goals are easier to set when they're connected to something you actual...

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Interactive Preview Worksheet · 30 min

Tool Classification

Domain

Life Coaching

Type

Worksheet

Phase

Goal Setting Action

Details

30 min Between sessions Monthly

Topics

Finances Accountability

For the Coaching Practitioner

Plus

Pathway Builder 🔒

Coaching Scenarios Plus

1 Leader whose financial situation is creating background noise that's affecting decision-making

Context

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. ...

2 Professional 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

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For professional coaches and coaching practitioners

Tool Flow Plus

See what this tool requires and produces in a coaching engagement

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