Design Your Money Around Your Life
A simple worksheet designed to clarify what matters, set meaningful goals, and turn them into next actions.
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Vision Scenarios
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Values & Vision
Pick 3–5 values that matter most. Add your own if needed. Then write a quick vision statement.
What does financial success look like for you?
Goals
Keep it focused. 3–7 goals is plenty.
Priorities (Order your focus)
Rank the areas of life that need attention first. Use the arrows to reorder.
Suggestions:
- Emergency Fund
- Debt Reduction
- Retirement Savings
- Home Purchase / Upgrades
- Education
- Experiences / Travel
- Giving
Action Plan
Fill out your values, goals, and priorities, then click Generate Plan to see a concise, printable roadmap.
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