Light blue spiral notebook cover with title text and small leaf icon
Light blue spiral notebook cover with title text on brown desk surface
Blue finance workbook with spiral binding, front cover on textured fabric background
Open finance workbook page showing yearly tracking and weekly habit checkboxes
Open finance workbook budget tracker page with expense and savings sections
Open monthly reset page with handwritten notes and spiral binding
Open monthly reset workbook page with reflection section and writing lines
Open spending tracker page with left charts and right grid tables
Open finance workbook page titled “FINANCE LIBRARY” on blue cover
Open workbook page titled “CHANGE YOUR MINDSET CHALLENGE” with text blocks

The Finance Workbook

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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