Make It Happen MoneyMap

1
Identify Financial Goals
1
Create a Vivid Vision of Your Financial Future
Guided Exercise
2
Set Smart Goals
Workbook
3
Create a Vision Board
Video Lesson
Instructional Exercise
2
Budgeting & Tracking Expenses
1
Document Your Income
Workbook
2
Set Spending Limits
Conscious Spending
Identify and Prioritize Your Core Values
Workbook
Video Lesson
3
Track Expenses
Understand Your Financial Habits
Workbook
AI Tool
Prompts
3
Savings and Investment Planning
1
Start with Small, Achievable Actions that Build Momentum
Aligned with Your Goals
Emergency Funds
Automating Savings
2
Investment Options
Beginner-friendly Investment Options
Structured Savings and Investment Plan
Optimize for Best Returns
3
Risk Assessment

4
Life and Risk Protection
1
Financial Wellbeing
Securing Financial Stability
Emergency Funds
Identify KEY Areas of Financial Focus
Negotiating Bills
Optimizing Credit Card Rewards
Exploring Insurance Options
Risk Management
2
Asset Protection
Insurance Planning
 Income Property Investment
Depreciation Management
3
Legacy Planning
Will
Living Will / Advance Healthcare Directive
After Death
Nomination of Beneficiaries
Assets
Financial Accounts
Insurance Policies
Power of Attorney
5
Personalization and Adaptability
1
Life Circumstances
Debt Management
Frozen Wealth
Risk Tolerance
2
Financial Aspirations
3
Personal Lifestyle and Values
Identify Your Unique Financial Tendencies
Conservative, Risk-Averse Approach
Proactive, Growth-Oriented Strategies
6
Recalibrate Your MoneyMap - Progress Tracking and Adjustment
1
Long Term Goals
Evolving Life Circumstances
2
Short Term Optimisations
Financial Check-ins
3
Incremental Adjustments