Module 1.2: Calls to Action
Mindset + Money Clarity Workbook
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What’s Missing to Finish
- Great news—nothing missing yet.
Action Step 1: Identify Your Financial Health
Select what “financially healthy” means, mark where you are today, and declare a 6-month goal. :contentReference[oaicite:1]{index=1}
A. Define “financially healthy”
B. Where are you today?
C. Declare your 6-month goal
In 6 months, I will meet all of the following checked criteria:
Action Step 2: Discover Your Financial Programming
Reflect on how money was discussed growing up, how it felt, and how you frame money today. :contentReference[oaicite:2]{index=2}
Action Step 3: Identify Financial Values
Pick the value that most guides your decisions. Tap a chip or enter your own. :contentReference[oaicite:3]{index=3}
Snapshot
You consider “financially healthy”:
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Today you meet:
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6-month goal targets:
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Primary value:
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