Sync your life goals with your money goals: A practical workbook
Use this workbook to set life goals, stress less about money, and start planning the life you really want.
Get your free Life Goals Workbook to see how your money can support the life you really want.
It's easy to think of financial freedom as simply having enough money. But money isn’t the goal. It's what gives you the freedom to make choices that truly matter to you.
So what matters most to you? And how can you align your money with your life goals?
You can create a budget that reflects your values and supports what’s most important, whether that’s your health, career, family, or finances.
That's where the Wealthbit Life Goals Workbook comes in. This guided tool helps you get clear on what you want, define your ideal life, and start making financial decisions that move you in that direction.

The workbook helps you:
- Score how solid the key areas of your life are (health, relationships, growth, purpose, etc.)
- Visualise your ideal life – and the version where you let everything slide
Prioritise what truly matters and take steps to align your time, energy, and money - Reflect on your legacy – even writing your eulogy – to get clarity on what kind of life you want to lead.
You can get a copy of the workbook below 👇
Get out of your own way. Define your life goals. Commit to them and start living with less stress and more financial freedom.
Want to start working on your goals? Join the Wealthbit Life Goals email mini-course – it’s free!
This tool is also used in the Financial Freedom Programme, designed to reduce your team's financial stress and improve their setup.