Personal Financial Planning Worksheet PDF

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What Are The Theories Behind This Personal Financial Planning Worksheet?

A financial plan documents an individual’s short- and long-term financial goals and includes a strategy to achieve them. The theories behind this worksheet align with the principles of financial education, behavior economics, and practical skill development, and the relevant therapies include:

  •  Financial Counseling – helps people to build financial skills and overall financial health.
  • Cognitive behavioral therapy (CBT) – to address money-related attitudes and behaviors.

How Will This Worksheet Help You?

This worksheet aims to make informed and conscious financial decisions about money to achieve goals.

  • Organize their finances.
  • To set specific, measurable, and realistic goals.
  • Make informed decisions.

How To Use This Worksheet?

This worksheet would help you to plan and achieve the most effective financial goals that will promote financial well-being and health for your personal financial goals. 

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