Money Mindset Template

From the Playbooks for Life Series by Avolv

Money Mindset Template by Avolv

FREE Template

Insert your name and email to download your copy.

Your money habits start with your money mindset. This Money Mindset Template helps you honestly evaluate your current relationship with money, reframe limiting beliefs, and build a healthier, more confident approach to your finances, including...

(1) Current Beliefs About Money

(2) Current Behaviors with Money

(3) Shifting Beliefs by Reframing Mindset

(4) Shifting Behaviors with Proven Strategies

(5) Creating Your Money Mottos

What's Included:

  • Money Mindset Template (PDF)

The Result: A clear snapshot of where you stand today, your financial "why," a few realistic next steps, and a personal money manifesto to guide your decisions going forward.

Pro Tip: Date your completed template, mark your calendar to redo the exercise in 6 months, and watch your answers avolv!

Perfect For:

  • Students (High School, College, Higher Education Programs)
  • New Graduates & Working Professionals
  • Parents with Rising Adults
  • Homeschool Parents & Educators
  • Teachers (High School, Higher Education, After School Programs)
  • School Administrators
  • School Counselors
  • Organization Administrators (HR Leaders, Benefits Coordinators, Educational Program Leaders, Nonprofit Administrators)
  • Chief Home Officers (If you run your household - bet you didn't know you had such a powerful title!)
Rewrite Your Money Beliefs & Habits - Money Mindset exercise pages