Week 25 worksheet

Long-Term Planning and Wealth-Building Habits — worksheet

Before you start: where your answers live

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Fill in what you can; the blanks are prompts, not a test.

My Long-Term Picture

What I most want my money to support (my “compass”)

What “enough” looks like for me (in my own words)

One durable habit I want to strengthen

My current gap (spending vs. earning) — holding, tight, or negative?

Is my cushion where I’d like it to be?

Any high-cost debt to keep shrinking?

One “leak” I could reduce

The date of my yearly money check-in

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