Yearly money check up checklist for money educators
Checklist for finance and money educators
For money educators who want people starting to take charge of their finances on their list.
Scorecard
How healthy are your money habits?
How to use this scorecard
Share it with your audience as a calm starting point. Their answers show which habits to build first, which makes your teaching easy to place.
What is inside
Score your habits
Why each question mattersKnowing your spending
Build these firstTrack a month of spending: Every pound.
Worth doing this yearAutomate your saving. On payday, before you spend.
Your four week planWrite down every spend.
Three title ideas for your own version
How healthy are your money habits
The money habits scorecard
Score your money habits in two minutes
Where to promote it
Instagram and TikTok postsyour newslettermoney groupsa link in your bio
What goes in a money habits scorecard?
Ten quick questions on spending, budgets, saving, debts and goals, a score out of twenty, what the score means, a first step for each point and a four week plan.
Make this scorecard your own
The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.
Built with Gatedleads, the quickest way to turn a page like this into a lead magnet that collects emails.
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Pick one, change the words, publish.
Free to start. No credit card.