Section 1: Key Financial Questions
Who you are tomorrow begins with what you do today.
Key Questions for Long-Term Financial Success
Before you can take your wealth-building journey to the next level, it's important to reflect on a few key questions. These will serve as the foundation for your strategic plan, and revisiting these questions each year is a powerful habit that will help you stay focused and resilient through challenges.
Questions to Consider:
What is your WHY?
What are you Thankful for?
What is your Net Worth?
Do you have a Budget or Spending Plan?
Are you tithing?
These questions will help:
Clarify your purpose.
Keep you focused.
Be motivational.
Allow you to identify gaps and fine-tune your plan early.
Create accountability leading to more consistent progress.
Below are the resources for Section 1. Individual resources will also be available under the corresponding lesson.
Downloadable Worksheets
Section 1 Annual Financial Checkup Bundle
This includes all the worksheets for Section 1, including the Chapter Title page, in a single, easy-to-use PDF download.
Section 1 Chapter Title Page
Keep your workbook neatly organized and easy to navigate with this Section Title Page. This is also included in the Annual Financial Worksheets bundle.
Annual Financial Check Workbook Cover Page
Use this to record the date, your current net worth, and a few things you’re thankful for, creating a meaningful snapshot that you can revisit in the future.