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



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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.

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