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Have a goal to get your finances on track? Pay off debt? Save for a vacation, a home, or retirement? To give generously to the people and causes that matter to you? You are capable of all these things—and The Finance Workbook can help. No matter your background, your financial IQ, or your current circumstances, change is possible. The Finance Workbook is your guide to confident, intentional money moves!
In this workbook, you’ll find our time-tested and research-backed steps to start, finish, and live out what matters. First, you’ll uncover a big-picture vision for your finances through a series of guided (fun!) questions. Then, you’ll set simple goals for the year that will move you closer to that vision. They’ll help you decide where you’ll spend your time (and money!)—and where you won’t. Finally, you’ll use your monthly pages to focus on habits, rhythms, and action steps that will guide you to tend your finances with
