Personal Finance Workbook

The Personal Finance Workbook - Your workbook to help you think about your financial goals and wishes to become clear. You will change your attitude towards money, find new ways of get to know and take concrete action!

Agenda:
1. Introduction to Joy's Workbook
2. Yesterday: Your early experiences with money
3. Today: Inventory and your current mindset
4. Tomorrow: goals/strategies/implementation
5. Financial final

Motivation:
This workbook should help you to become clear about your goals and desires, as well as motivate you to change your attitude to money & to recognize new ways. Probably the most important point for you: This book helps you to take concrete action and put your self-set goals into practice! Work on the tasks conscientiously for your own sake. The point is not to get the tasks behind you as quickly as possible, but to get the maximum added value for your financial situation and ultimately your quality of life. However, this book is only the basis for improving your financial situation. For a long-term optimization of your situation and the achievement of your personal goals, seek a consultant / coach.

Explanation:
Joy's Workbook is divided into 3 parts:

Yesterday - Your early experiences with money:
In this part you think intensively about your inner beliefs. Try to understand what influence your beliefs have on your current financial situation. With some techniques you can work on changing your beliefs into positive ones.

Today - an inventory and your current mindset:
Here you determine the status quo of your financial situation. Even if it can be unpleasant to be aware of your current situation, this step in particular is enormously important. Awareness is the first step to improvement. In addition, you work here on your basic knowledge building, on changing your habits and on solving and accepting your financial problems.

Tomorrow - Your goals/strategies/implementation:It is important that you become clear about your financial goals. This will give you a direction and help you to stay motivated and work towards your goal. In addition, you should learn some ways to improve your financial situation, invest wisely and build up reserves.

Financial final:
In your financial final, you have the opportunity to reflect on yourself once again and record your potential as well as the next steps. In addition, you can note what you are grateful for and which topics may still be open for you. At the very end you will find space for personal notes.

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Notice: The information in this workbook is for informational purposes only and represents personal experience. The information presented does not constitute investment advice. Seek professional advice from a financial, wealth or tax advisor.

Referral Links: This book contains links that support our goal of financial knowledge sharing. They cost you nothing extra.