worksheets

worksheets

Financial Sanctuary Self Assessment Kit

Does your financial relationship feel like a performance, where you're showing a "cleaned up" version of your finances? Or does it feel like a genuine partnership? Financial planning based on partial information is inherently limited. True financial excellence begins with a foundation of complete honesty and

worksheets

Financial Principles Worksheet

What is the single most important part of a financial plan? It's not the investments or the numbers—it's the core principles that guide every decision. Most of us confuse our goals (the "what") with our principles (the "why"). But without a