The Finesse Your Money Scorecard

For a bright happy future

I have a good grasp on my money and investments.

I am clear about what I want (and need) in the future to be happy living my best life.

I am confident I have protected my money, myself and my family.

I am confident I’m moving forward and feeling financially secure.

I feel I’m in control and am constantly learning about myself, money and investments.

I have written goals across all areas of life - health and energy, fun, family and relationships, money and freedom, learning, growth and giving.

I practice conscious living. I accept who I am and work on my shortcomings.

I have a positive money mindset. I choose abundance.

I set financial goals, take action, track my progress and achieve the results I want with ease. I’ve made missteps with money and in life, yet I’ve turned them into learnings.

On balance, I’m feeling OK.

I’ve saved lot’s of time, effort and energy by putting my money on autopilot. I now have more time for the fun things in life.

I don’t waste time dreaming about winning the lottery, I know what’s important and I routinely check in on my progress and I say Ynot as opportunities come my way.

Give yourself one point for each ‘Yes ’

I have habits, biases and fears that hold me back. I feel stuck, procrastinate about big decisions (and sometimes little ones!) or avoid moving forward.

Who am I kidding? I say I’m doing whatever it takes to enjoy this stage of life, but the reality is I’m not.