Money Trajectory Check: Budget Worksheet
Apr 22, 2025
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.
Step 4: Get even more inspiration from the podcast episodes:
Episode 3: Being Brave and Talking Money: Spotify // Apple // Amazon
Episode 4: Brave Budget Reflection: The Questions That Shift Conversations: Spotify // Apple // Amazon
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P.S. Want more tools and mindset shifts in your life?
Join my mailing list or book a coaching session to go deeper.
