My Financial Snapshot
This isn’t about your full budget or tracking every dollar. It’s just a starting point: a clear, calm picture of where things stand right now. Knowing your current financial state can help you make choices and see where you want to go next.
When you’re finished, spend some time reflecting on the questions at the bottom of the page. You don’t have to have it all figured out today. Just by taking the time to look at your finances, you’ve done something powerful.
Download the worksheet here: