Annual Financial Checkup Workbook/Course

(This is still a work in progress, but feel free to check out the information posted so far.)

There is a close link between finances and mental health. Money struggles lead to stress, anxiety, and low self-esteem, and vice versa; mental health challenges can affect financial decision-making. This leads to a vicious cycle that can feel impossible to escape.

Financial education is one of the most effective ways to take control of your life. Through this course, you’ll find out how you can create stability, peace of mind, and confidence in your life.

Small Habits, Big Impact

Reminder: make it a habit to review the steps in this course regularly to maintain momentum toward your financial goals. While some may find value in annual reviews, others may benefit from more frequent check-ins. As life shifts, so do your priorities; what felt right last year may evolve with new opportunities or challenges. Consistent reviews allow you to reassess your goals, refine your strategies, and align your financial plan with your current life circumstances.

By committing to at least a yearly review, you’ll continuously build confidence and create a strong foundation for lasting financial success.

*Please note that I am not a financial advisor, and this Annual Financial Checkup should not replace professional advice from a qualified financial advisor

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Don’t compare yourself to others.

Compare yourself to the YOU from a year ago.