Crisis-Based Financial Goals

A financial crisis can strike at any time, sometimes more than one at a time. That can feel completely overwhelming and make it much harder to take positive actions.. Having clear goals in mind as you get back on track can help you stay focused and reduce stress. That way you can regain control of your finances more quickly and easily. 

This Crisis-Based Financial Goals Worksheet walks you through how to prioritize your most urgent needs, adjust your spending, and create small steps to keep you moving toward getting back to normal (whatever that looks like for you). And even thriving financially after this crisis is over.

Use this worksheet to:

• Prioritize essentials like housing, food, and healthcare.
• Figure out next steps, so you can make a plan for recovery.
• Keep everything in perspective, so you don’t feel overwhelmed.

👉 Please enter your email address below so I know where to send your worksheet.