Worksheets and templates

Personal Finance is PERSONAL. I can write and write and write, but it doesn’t do much without your active participation. Below are some templates I have created that will enable you to get to know yourself a little better. Get comfortable and explore them one by one 🙂 Enjoy!

Goals Questionnaire – Notion

If you want to share your responses with me, then go to this link to fill out the form containing all the same questions below!
LINK – https://forms.gle/h9ePyS9ZkAtukdHU7


Who are you financially? – Notion

If you want to share your responses with me, then go to this link to fill out the form containing all the same questions below!
LINK Who are you financially?

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