10 Simple Actions: A Financial Self-Care Checklist

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A practical, judgment-free guide to help you start gaining clarity and control over your finances by taking ten simple actions.

  • Track your income and expenses with confidence
  • Understand your monthly cash flow
  • Set clear, values-aligned financial goals
  • Create a simple, sustainable spending plan
  • Build an emergency fund for peace of mind
  • Tackle debt with a clear, personalized strategy
  • Automate your money to reduce stress
  • Reflect on your financial mindset and habits
  • Set a regular money check-in routine
  • Know when (and how) to ask for support