Preview of The 3-Step Money Map printable worksheet

Free printable worksheet

Download the free Money Map and start thinking long-term about your money!

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what’s inside?

A simple 3-step system to map your money: define your goals (Now, Soon, Later), match each goal to the right account, and set realistic savings amounts you can actually stick to.

this is for you if…

You want a clear, big-picture view of your money, and to save and invest with intention, without the overwhelm.

who made this?

Hi, I’m Lissa! I’m a CERTIFIED FINANCIAL PLANNER® professional who helps people build confidence with money and create wealth on their own terms, without the shame or gatekeeping. More about me