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Financial habits reflection

Configure this interactive financial habits reflection worksheet with 5 focused prompts. Create a Coachful account to view, copy and download your summary.

Money and choices
0 of 5 completed

Fill the spaces with concrete observations and ideas. Connect what you notice to an action you can try, then review what happens.

1. Cue

What signals the habit? Name the time, place, feeling or event that comes right before it.

2. Behavior

What did you actually do? Describe the behavior as a camera would record it, without judgment.

3. Reward

What is the reward? Describe what you get from this, immediately and over time.

4. Values

Why does this matter to you? Recall a moment when it was present and one when it was missing. What do those moments reveal?

5. Experiment

What small experiment could test this? Describe what you will try, for how long and what you will watch for.

Create a Coachful account to view, copy and download your summary.

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