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Financial decision reflection

Configure this interactive financial decision reflection worksheet with 4 focused prompts. Create a Coachful account to view, copy and download your summary.

Money and choices
0 of 4 completed

Compare three options using criteria that matter to you. Set a weight for each criterion and rate how well each option meets it. You can rename the options and criteria in the editor.

1. Fit with my priorities

How well does this fit your priorities? Name what fits, what does not, and what that tells you.

2. Costs and trade-offs

What is this costing you, in time, energy, money or relationships? Add up the real price.

3. Acceptable risk

What risk is acceptable here? Describe what you are willing to lose and what you are not.

4. Flexibility

Where could you be more flexible without losing what matters? Describe one adjustment.

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