Financial wellbeing reflection
Configure this interactive financial wellbeing reflection worksheet with 6 focused prompts. Create a Coachful account to view, copy and download your summary.
Rate each part of the wheel from 0 to 10. Notice the pattern rather than chasing a perfect circle. Choose one area where a small change would make a meaningful difference.
1. Clarity
What is clear now, and what is still fuzzy? Write the clear part as a sentence anyone could understand.
2. Security
How secure do you feel here? Describe what security means to you and what threatens it.
3. Freedom to act
Where do you have real freedom to act here, even if it is small? Name one choice that is fully yours.
4. Knowledge
What do you already know that helps here? Name the skills, experience or facts you can draw on.
5. Supportive habits
Which habits support you here? Name the ones already in place and one worth adding.
6. Communication
How is communication working here? Describe what flows well and where messages get lost.
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