Financial Wellness Workbook - Google Docs

WORKBOOK OVERVIEW
Take care of your financial well-being and practice money self-care.

This financial workbook is designed for people experiencing financial stress. The workbook follows a step-by-step approach that makes financial planning accessible and actionable.

The workbook guides you through understanding their financial identity, mapping their current situation, creating a personalized plan, building financial resilience, developing healthy money habits, and taking concrete next steps.

Take control of your finances and reduce money stress with this interactive, step-by-step guide designed for conquering financial challenges.

WHO THIS WORKBOOK IS FOR
This workbook is perfect for you if:
- You’re facing financial stress and overwhelm
- You're tired of living paycheck to paycheck
- You want to pay off debt but unsure how
- You’re new to budgeting
- You want practical actionable steps
- You're ready to build healthy money habits
- You’re ready to build financial wellness

WORKBOOK BENEFITS
With the Financial Wellness Workbook, you'll:
- Take control of your finances
- Reduce financial anxiety
- Make managing money less overwhelming
- See progress through daily actions
- Feel empowered with simple strategies
- Develop healthy financial habits
- Transform your money relationship

HOW TO USE THIS WORKBOOK
1. Download PDF after purchase
2. Find PDF from emailed receipt
3. Open Google Doc from PDF
4. Make a copy for yourself
5. Start your journey to financial wellness

FAQs
Q: What devices can I use this workbook on?
A: You can use this workbook on any device: computers, tablets, and smartphones. You'll need to download the Google Docs app for tablets or smartphones. For computers, sign into your Google account using a web browser. Your workbook will sync across all your devices.

Q: What do I need to use this workbook?
A: You’ll need a Google account.

Q: Is this workbook good for beginners who know nothing about finance?
A: Absolutely! This workbook was specifically designed for people who find finance intimidating. No prior knowledge required.

Q: Is this a physical product that will be shipped to me?
A: No, this is a digital Google Docs file that you'll receive immediately after purchase.

If you have any other questions, you can message me here on Etsy.

PLEASE NOTE
This workbook requires Google Docs. You can access Docs with a Google account. This app is not included in this purchase.

THIS LISTING IS FOR A DIGITAL PRODUCT
A digital product means your purchase is ready after your transaction is completed. No wait time and no shipping fees. Buy once and it’s yours forever. No physical product will be shipped. Colors may vary slightly due to monitor settings.

FILES
Your workbook will be available to download once your order is processed. You can download it anytime in your Etsy account under You > Purchases and Reviews or from your emailed receipt. If you have any questions or comments, feel free to contact me!

PLEASE KEEP IN MIND
Due to variations in computers, devices, monitors, and tablets, the colors shown on your screen may vary slightly from the listing pictures

REFUND POLICY
Due to the digital nature of this product, every digital and instant download purchase is non-refundable and non-exchangeable. However, if you have any questions or concerns about your order, please feel free to reach out to me here on Etsy and I’ll help to resolve it as quickly as I can

COPYRIGHT & TERMS
Please do not resell or redistribute this product. It is for personal use only and can be downloaded multiple times for a single user. All photos, designs, content and writing in this listing are the property of Jasper & Jules Co. ©2025

TAGS
financial planner, finance tracker, financial planning, financial tracker, money worksheets, financial planner google, finance tracking, finance planner, finance template, debt tracker, debt snowball tracker, debt tracker google, debt removal, Google doc template, Google docs