Money & Finance
12-Week Money Mindset Reset
A 12-week journey from scarcity to abundance — surfacing inherited money stories, auditing real spending, building a values-aligned budget, sequencing debt, setting a savings goal, and tracking net worth.
Program Features
- Automated, drip-fed delivery of worksheets based on schedule
- Monitor client progress and engagement in real-time
- Easily copy and modify for individual client needs
Program Timeline
Week 1
Day 1View template
Money Mindset Check-in
Worksheet
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Financial Beliefs Inventory
Worksheet
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Scarcity vs Abundance Reframe
Worksheet
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Spending Audit
Worksheet
Day 1View template
Budget Planner
Worksheet
Day 1View template
Net Worth Tracker
Worksheet