W.E.A.L.T.H. Worksheet

The WEALTH Worksheet is your first step toward clarity and transformation on your financial reset journey. It helps you take an honest, empowering look at where you stand today—so you can begin building the future you want with confidence and purpose.

Each letter in WEALTH represents a key area of your financial life:

W – Wages or Income, E – Expenses, A – Assets, L – Liabilities, T – Tucked Away (Savings), H – Health of Finances (Net Worth)

By setting both your goals and actual values in each area, you’ll see how your financial picture comes together. This simple yet powerful tool helps you identify what’s strong, what needs attention, and where your biggest opportunities for growth lie.

Your WEALTH Worksheet isn’t about judgment—it’s about awareness. Because once you understand your starting point, you can begin designing a path toward true financial freedom and abundance.