Your Legacy Begins Now · Financial Behavior Workshop · Day 1
My Personal Stability Plan.
The one page that turns today into behavior. Fill it in, then keep it somewhere you'll see it every week.
NAME
DATE
01
My Spending Identity
check what sounds like you
My #1 spending trigger is
02
My Chain
break one money leak
Trigger
→
Thought
→
Behavior
→
Result
→
New Response
Fill this in for the money leak you most want to stop. Change the thought, and you change the result.
03
My Numbers
this month
Money in $
Needs $
Wants $
To savings $
Survival income covers your needs. Growth income is what you move to savings first, before it gets spent.
04
My Automatic Transfer
the behavior you changed today
I set an automatic transfer of $ every
/,
starting
Keep it running. Willpower fails, defaults win. This tiny transfer is the first brick of everything we build in Day 2.
05
My 3-Step Stability Plan
1 · AUTOMATE
Keep my transfer running. Already done today. Don't touch it.
2 · INTERRUPT
One trigger I'll break this week:
3 · GROW
One free-money or credit move I'll make this month (scholarship app, pull my free credit report):
Scan to open & save your copy
Open the fillable version on my site, fill it in, and save your own PDF.
Brian A. Street, MSW · (601) 307-1921 · bstreet@yourlegacybeginsnow.com
Brian A. Street, MSW · (601) 307-1921 · bstreet@yourlegacybeginsnow.com
DAY 2 IS COMING.
BRING A CLASSMATE WHO NEEDS THIS.
BRING A CLASSMATE WHO NEEDS THIS.