Money

Financial Well-being Templates

Published on May 12, 2019 1:05 am, by

In several of our coaching programs and financial well-being programs we use a methodology to help customers align their spending with their personal values. In our view, this is the best way to review your spending and create a budget. Aligning your spending with your personal values is one way that money can buy you happiness!

We’ve made some of the main templates available here.

Personal Values Cheat Sheet – a list of personal values if you need some prompts

Personal Values – Goals – Financial Implications

Spending Analysis

Spending Habits & Goals

Money Commitments

 

Our Coaching Programs

MoneyBrilliant provides a number of cost effective, online coaching programs for customers. More details of our coaching programs are available below.

COVID-19 Financial Survival Program

Financial Boot Camp

Spending Shakedown

 

 

Share now

Peter is the CEO of MoneyBrilliant. He has over 20 years experience in banking, insurance and accounting. Peter has three sons, ranging in age from 16 to 3, is a sport and fitness fanatic and a volunteer firefighter. He is passionate about improving people's lives through making financial services more accessible.

Still searching?