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Open Daily: 10am - 10pm | Alley-side Pickup: 10am - 7pm
3038 Hennepin Ave Minneapolis, MN
612-822-4611
Your Financial Goals Workbook

Your Financial Goals Workbook

Paperback

Personal Finance

Publisher Price: $25.00

ISBN10: 1088295991
ISBN13: 9781088295991
Publisher: My Financial Equity, LLC
Published: Sep 6 2025
Pages: 36
Weight: 0.14
Height: 0.07 Width: 6.00 Depth: 9.00
Language: English

Take charge of your money and build a financial plan that aligns with your values, supports your goals, and helps you achieve your dreams! Your Financial Goals Workbook is a practical, step-by-step guide designed to help you gain clarity, control, and confidence in your finances.

  • Section 1: Clarify Your Values and Vision - Discover what truly matters to you and define a clear vision for your financial future.
  • Section 2: Set SMART Goals - Turn your aspirations into specific, measurable, achievable, relevant, and time-bound financial goals.
  • Section 3: Create Actionable Steps - Break down your goals into manageable actions that fit your life.
  • Section 4: Track Your Spending and Understand Your Habits - Learn where your money goes and explore a bonus 30-day no-spend challenge to reset your habits.
  • Section 5: Build Your Spending Plan - Use your insights and new habits to design a spending plan that supports your goals.
  • Section 6: Reflect and Adjust - Review your plan regularly and make changes as needed to stay on track.
  • Section 7: Celebrate Your Progress - Recognize your achievements and graduate from the lessons in this workbook.

After Section 7, you'll find Resources & Tips pages packed with free tools, suggestions, and additional support for your budgeting journey, along with a final Moving Forward section with advice to help you continue making progress.

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