This worksheet is a companion to the workshop:

Set Your Money Strategy for 2026: How to Prioritize and Achieve Financial Goals

Tracking your net worth with this free workbook is one of best ways to monitor your financial health and set money goals. By updating this tool regularly, you’ll know if or when you make progress and finally hit your financial targets. Having a personal financial statement is an essential tool for centralizing your information and staying on top of what you own and owe.

For ten essential questions you must ask before hiring a financial advisor, use this one-page cheat sheet that makes it easy to rate and compare multiple professionals and find your best match. It’s important to interview and vet potential financial pros so you know they’re looking out your for best interests before working together.