Mini-Course Templates

Template 1: Personal Wealth Definition Worksheet

My Definition of Wealth: Write your personal definition of what wealth means to you (aim for 2-3 sentences)

What Independence Looks Like for Me: - I want the freedom to: _______________ - I want to be able to say ‘no’ to: _______________ - I want to wake up each day and: _______________

My Top 5 Values: 1. _______________ 2. _______________ 3. _______________ 4. _______________ 5. _______________

Template 2: Investment Strategy Planner

Current Financial Situation: - Monthly income: £_______________ - Monthly expenses: £_______________ - Current savings: £_______________ - Current debt: £_______________

Savings Goals: - Emergency fund target: £_______________ (_____ months of expenses) - Monthly savings amount: £_______________ - Investment timeline: _____ years

Investment Approach: - [ ] Index funds via ISA - [ ] Workplace pension contributions - [ ] Other: _______________

Review Schedule: - Monthly budget review: _______________ - Quarterly investment review: _______________ - Annual strategy review: _______________

Template 3: Expectation Management Plan

Areas Where My Expectations May Be Too High:

Housing: - Current expectation: _______________ - Adjusted expectation: _______________

Transportation: - Current expectation: _______________ - Adjusted expectation: _______________

Lifestyle/Entertainment: - Current expectation: _______________ - Adjusted expectation: _______________

Career/Income: - Current expectation: _______________ - Adjusted expectation: _______________

Gratitude Practice: I will practice gratitude by: _______________ Frequency: _______________

Template 4: Emergency Preparedness Checklist

Emergency Fund Target: £_______________

Current Progress: - Amount saved: £_______________ - Percentage of target: _____% - Monthly contribution: £_______________ - Estimated completion date: _______________

Potential Emergency Scenarios: - Job loss: How long could I survive? _______________ - Medical emergency: Coverage gaps? _______________ - Major home/car repair: Estimated cost? _______________ - Economic downturn: Impact on income? _______________

Action Steps: 1. _______________ 2. _______________ 3. _______________

Template 5: Growth Challenge Tracker

Areas Where I’m Avoiding Necessary Discomfort:

Financial: - Challenge: _______________ - Small step I’ll take: _______________ - Deadline: _______________

Career: - Challenge: _______________ - Small step I’ll take: _______________ - Deadline: _______________

Personal: - Challenge: _______________ - Small step I’ll take: _______________ - Deadline: _______________

Learning from Setbacks: When I face a setback, I will: 1. _______________ 2. _______________ 3. _______________

Template 6: Rich Life Vision Board

My Rich Life in 10 Years:

Relationships: _______________

Work/Career: _______________

Health: _______________

Finances: _______________

Lifestyle: _______________

Personal Growth: _______________

Contribution to Others: _______________

What ‘Enough’ Looks Like for Me: - Income: £_______________ - Net worth: £_______________ - Home: _______________ - Transportation: _______________ - Experiences: _______________

Template 7: Personal Blueprint Summary

My Core Financial Principles: 1. _______________ 2. _______________ 3. _______________

My Happiness Strategy: - Expectation management: _______________ - Gratitude practice: _______________ - Comparison avoidance: _______________

My Growth Plan: - Challenges I’ll embrace: _______________ - Skills I’ll develop: _______________ - Risks I’ll take: _______________

My Success Metrics: - Financial: _______________ - Personal: _______________ - Professional: _______________

Review and Adaptation Schedule: - Monthly: _______________ - Quarterly: _______________ - Annually: _______________

Template 8: Monthly Financial Check-In

Date: _______________

This Month’s Wins: - _______________ - _______________ - _______________

This Month’s Challenges: - _______________ - _______________ - _______________

Progress Towards Goals: - Emergency fund: £_______________ (% of target) - Investment contributions: £____________ - Debt reduction: £_______________

Lessons Learned: _______________

Next Month’s Focus: _______________

Adjustments Needed: _______________

Template 9: Annual Blueprint Review

Year: _______________

Major Life Changes This Year: _______________

Financial Progress: - Net worth change: £_______________ - Savings rate: _____% - Investment returns: _____%

Goal Achievement: - Goals met: _______________ - Goals missed: _______________ - Reasons for misses: _______________

Mindset Shifts: _______________

Biggest Lessons: _______________

Adjustments for Next Year: _______________

New Goals: 1. _______________ 2. _______________ 3. _______________