Personal Financial Planning Worksheet PDF
By
HappierTherapy
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Author bio
The Happier Therapy editorial team is made up of Masters and PhD counselling psychologists. Each worksheet is created by a team member with exposure to and experience in the subject matter. The worksheet then gets reviewed by a more senior editorial member. This is someone with extensive knowledge of the subject matter and highly cited published material.
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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