Money Trajectory Check: Budget Worksheets

Mindset Shift: Budgeting doesn't start with cutting back. It starts with getting specific about what you actually want, what you've been avoiding, and what's quietly draining your energy.

These worksheets help you reflect on your money stories, and real priorities — so you can build a budget that empowers you.

Improve Your Budget Trajectory

Step 1: Choose your worksheet:

Individual Worksheet (PDF)
or
Couples Worksheet (PDF)

Step 2: Fill it out. No need to overthink it, getting started with any answers at all is a powerful step.

Step 3: Use your answers to guide your next money moves.

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