Financial goal reflection
Configure this interactive financial goal reflection 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. Goal
What do you want? Describe the outcome as you would recognize it in daily life, within your influence.
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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