review worksheets
Reader Resources
Build Your Awareness Habit
These three worksheets support the Awareness Habit from the book: reviewing your finances regularly. Pick the one that fits where you are right now. The Quick Start gets your system in place. The Monthly worksheet keeps you connected. The Annual worksheet resets your plan once a year. Together, they make financial reviews a habit.
Financial Review Quick Start
New to financial reviews? Use this worksheet to schedule your reviews and capture the basics in your first 90 days.
Monthly Financial Review
A 30-minute monthly check-in to stay connected to your money, catch problems early, and keep your plan from drifting.
Annual Financial Review
Once a year, set aside half a day for a full reset. Capture where you stand, what changed, and what matters most in the year ahead.
Start Where You Are
Don't try to do all three at once. The Quick Start is the right place to begin if you're new to financial reviews. The Monthly worksheet is the most important habit. The Annual is best paired with a quiet half-day at the same time each year. One small step beats a perfect plan.
Lynn
