Occupational therapy financial management worksheet

What is the theory behind this Occupational therapy financial management worksheet?

Disability causes a significant amount of distress going through it. One of the distress is regarding financial matters. Due to regular medical expenses and other necessities, disabled individuals find it difficult to manage money and save it for the future. Through occupational therapy, they are able to track their money and find ways to save it.

How will the worksheet help?

This worksheet will provide clients a bird’s eye view towards their finances. They will reflect on their spending habits and the reasons for them wanting to save. This will also facilitate them in availing opportunities as well as strategizing ways to save money.

How to use this worksheet?

List all the things you want to save money for and Strategize ways to do it. Focus on your income, expenses and other discounts you can avail. Be as thorough as possible.

Occupational therapy financial management worksheet

Things I want to save money for
My income
My expenses 
Total expenses – my income
Any discount offers or gift cards I can use 
Other strategies to save money


Bottari C, Gosselin N, Guillemette M, Lamoureux J, Ptito A. Independence in managing one’s finances after traumatic brain injury. Brain Inj. 2011;25(13-14):1306-17

Koller, K., Woods, L., Engel, L., Bottari, C., Dawson, D. R., & Nalder, E. (2016). Loss of financial management independence after brain injury: Survivors’ experiences. The American Journal of Occupational Therapy, 70(3). https://doi.org/10.5014/ajot.2016.020198

You can download this worksheet here.

Leave a Reply

Your email address will not be published. Required fields are marked *