Financial buffer planning
Configure this interactive financial buffer planning worksheet with 4 focused prompts. Create a Coachful account to view, copy and download your summary.
Work through the prompts at your own pace. Use specific examples, notice what changes your perspective, and finish with a step you are willing to take.
1. Security
How secure do you feel here? Describe what security means to you and what threatens it.
2. Current reality
What is actually happening right now? Describe the current situation, with facts and examples.
3. Resources
What resources can you draw on? Name the people, skills, tools, time and past successes available.
4. Smallest next step
What is the smallest next step? Name something you could do today, in under ten minutes.
Create a Coachful account to view, copy and download your summary.
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