Personal Finance Goals

Clarify your current finances and set realistic next steps to reduce money anxiety, using a structured, coach-tested goal framework.

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

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Preview Worksheet · 30 min

When to Use This Tool

Client has general financial anxiety but has not mapped their current state clearly enough to know where to start

Client has financial goals but they exist in their head rather than as a concrete plan with a timeline

Client is taking actions without knowing whether they are closing the gap between current and desired financial state

How to Introduce This Tool Plus

This worksheet maps your current financial state, short and long-term goals, wha...

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Interactive Preview Worksheet · 30 min

Tool Classification

Domain

Life Coaching

Type

Worksheet

Phase

Discovery Goal Setting

Details

30 min Between sessions As-needed

Topics

Finances Accountability Habits

For the Coaching Practitioner

Plus

Pathway Builder 🔒

Coaching Scenarios Plus

1 The client with financial anxiety and no mapped picture of their actual situation

Context

Client experiences persistent financial stress — difficulty sleeping, avoidance of bank statements, vague dread around money conversations — but has not looked directly at their financial situation. The anxiety is operating on a imagined picture, which is often worse than the real one. The current state section forces the first clear look.

How to Introduce

Frame this as information gathering, not financial planning. 'Before we can figure out what to do, we need to know what ...

2 The high earner whose income and spending have scaled together without wealth accumulation 🔒

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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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