Worksheet
Financial wellness is the idea that when you have a handle on your finances, know what to do next to achieve your goals, and regularly practice good money habits, you’re more likely to feel confident about where you are and where you’re going.
There’s no wellness without financial wellness. And it’s an ongoing practice, not a box to check. When you’re just starting that practice — and regularly along the way — it can help to pause and reflect on what it means to you and why it feels important.
