Annual Financial Checkup Workbook
The Power of Independence Can Be the Best Gift for You and Future Generations
There is a close link between finances and mental health. Money struggles can 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. This also makes it more challenging to be available for the ones you love. Therefore, one of the greatest forms of self-care is striving for financial independence. Take back your life!
I created this for my teenage children, hoping it would serve as a valuable resource they could use throughout their financial journey. However, after sharing it with several family members and friends, along with a financial advisor, I’ve received lots of positive feedback.
So, what do you have to lose? Check it out! It’s free, no signups required, and packed with a ton of free printables. Even if these steps do not align with your goals, they may provide a clearer understanding, a new nugget of information, or spark a deeper motivation that could help further your financial journey.
Annual Financial Checkup
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