The Finance Workbook

Have a goal to get your finances on track? Pay off debt? Save for a vacation, a home, or retirement? To give generously to the people and causes that matter to you? 

You are capable of all these things—and The Finance Workbook can help. No matter your background, your financial IQ, or your current circumstances, change is possible. 

The Finance Workbook is your guide to confident, intentional money moves! In this workbook, you’ll find our time-tested and research-backed steps to start, finish, and live out what matters:

1. UNCOVER WHAT MATTERS. First, you’ll uncover a big-picture vision for your finances through a series of guided (fun!) questions.

2. BREAK IT DOWN. Then, you’ll set simple goals for the year that will move you closer to that vision. They’ll help you decide where you’ll spend your time (and money!)—and where you won’t. This will feel so good!

3. LIVE IT OUT. Finally, you’ll use your monthly pages to focus on habits, rhythms, and action steps that will guide you to tend your finances with intention and achieve goals that matter. These monthly pages help you plan, track, and grow on purpose!

You'll love…

• The interactive format, with plenty of room for brainstorming and making a plan

• A process that invites both partners in a couple to get on the same page (but that works perfectly for single folks, too!)

• The flexibility to prioritize, save, and spend on what matters to you – and a structure that will help you stick to your best plan.

• 12 months of spending and budget trackers, savings and debt trackers, habit trackers, and space to celebrate wins, and much more.

• A financial library stocked with monthly money challenges and recommendations for books, resources, and low-cost fun.

Whether you’ve recently graduated or are entering retirement, you have the opportunity to lay a strong financial foundation—and then watch it grow. Any day can be a fresh start. And yes, we really do mean anyday! While this workbook is designed to take you through a whole year of living out your financial goals, it’s undated, so you don’t have to wait for January 1 to begin. Start today!