WORKSHEETS
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SAYING A bird in the hand is worth two in the bush Money makes the world go ‘round A fool and his money are soon parted Money is the root of all evil It’s only money Money doesn’t grow on trees Money doesn’t bring happiness… Money can’t buy love Money talks and BS walks Don’t put all of your eggs in one basket Show me the money The buck stops here Don’t throw a good quarter after a bad nickel A bad penny always returns Money burns a hole in your pocket Put your money where your mouth is Knowledge is power but money pays the bills Don’t be penny wise and pound foolish Don’t nickel and dime me Cash is king Another day, another dollar Money follows money Neither a lender nor a borrower be I got my mind on my money and my money on my mind Watch the pennies and the dollars will take care of themselves
Worksheet 1 - Sayings, Myths, Notions
+
-
Saying #
Question: What is the money “doing”?
Worksheet 2 - Analysis
Reason you feel it is negative (analysis)
The positive rewrite
Problem #
Worksheet 3 - List of Problems My Problems What happpens when I solve my problem?
FINANCIAL Problem #
Worksheet 4 - Categories RELATIONSHIP OCCUPATION Problem # Problem #
Worksheet 5 - Financial Problems FINANCIAL PRIORITIZED FINANCIAL Problem # Problem #
Worksheet 6 - Time based financial problems PRIORITIZED FINANCIAL LIST BASED UPON THE ELEMENT OF TIME Problem #
Worksheet 7 - Where it comes from...
WHEN WHERE IT COMES FROM D(aily) X 30 W(eekly) X 4 Q(uarterly) / 3 Y(early) / 12 M(onthly)
When
Payee
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Worksheet 8 - Where it goes...
Daily Expense Amount Expense Amount Expense Amount Expense Amount Expense Amount
Weekly
Monthly
Quarterly
Special
Emergency
Expense
Amount
Worksheet 9 - Bill account statements
Daily Exp Amount Exp
Weekly
Worksheet 10 - Sorted Expenses
Monthly Quarterly Exp Amount Exp Amount Exp
Special Amount
Emergency Exp Amount
Amount
Daily Expense Amount Expense Amount Expense Amount Expense Amount Expense Amount
Weekly x 4
Monthly
Quarterly / 4
Special /12
Emergency / 12
Expense
Amount
Worksheet 11 - Sorted Expenses (monthly equivalent)
totals
monthly equiv
Goal #
Worksheet 12 - Goals My Goals
Worksheet 13 - Things I must do to accomplish my goal Goal # Things I must do to accomplish my goal