Part 1: What unhealthy looks like.

1Part 1A

2Part 1B

3Part 1C

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Name

First Last

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1A: The scariest financial issue I’m facing right now is:(Required)

I’m running out of money all the time

My credit is in rough shape

I have too much debt

My retirement picture doesn’t look good

I need help with investments

I want to buy a home, but I don’t know how to get started

I don’t have any/enough insurance

I have no safety net for an emergency

Other

It’s time to get uncomfortably honest. Even though the financial issue you checked isn’t actually the end of the world, it can feel like it sometimes. It’s important to name the feelings this issue brings with it—as ugly as the feelings may seem and as unwarranted as they may be.

1B: When I think about the fact that , I feel:(Required)

Angry

Irritable

Ashamed

Desperate

Scared

Defeated

Weak

Anxious

Hopeless

Stupid

Depressed

Numb

Alone

Other

(check all that apply)

1C: When I feel, , it tends to have this affect on my:

Health

Start this sentence with "I..." Note: Don't use a period at the end of your statement, we'll add punctuation automatically later on.

Relationships

Start this sentence with "I..." Note: Don't use a period at the end of your statement, we'll add punctuation automatically later on.

Job/Career

Start this sentence with "I..." Note: Don't use a period at the end of your statement, we'll add punctuation automatically later on.

Emotional/Mental/Spiritual Well-Being

Start this sentence with "I..." Note: Don't use a period at the end of your statement, we'll add punctuation automatically later on.

Crossing Over: 5 Truths to Keep You Afloat

1.

This problem isn’t going away on its own.

2.

For your well being, staying stuck is not an 1 option. Change is a must.

3.

There’s a better life waiting for you on the other side of this.

4.

The best time to start working toward that better life is right now.

5.

The first step to financial wellness is to envision it.

Part 2: What wellness looks like.

1Part 2A

2Part 2B

3Part 2C

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Name

First Last

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2A: Think of your major financial issue "" that you mentioned in Part 1. When you picture your life with that issue resolved, what do you see?

Finish this sentence in the field below: "I want to..."

2B: What makes "" worth the effort?(Required)

(Ex: If you wrote “Traveling more” it may be that experiencing new places and cultures excites you and makes you feel more connected to the world and the people in it)

Finish the sentence in the field below: "It's worth the effort because..."

2C: Consider what you just wrote. How will you feel when "" is consistently part of your life?(Required)

Finish the sentence in the field below: "In the end, I'm going to feel..."

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1A: The scariest financial issue I’m facing right now is:

I’m running out of money all the time

My credit is in rough shape

I have too much debt

My retirement picture doesn’t look good

I need help with investments

I want to buy a home, but I don’t know how to get started

I don’t have any/enough insurance

I have no safety net for an emergency

Other

This field is hidden when viewing the form

1B: When I think about the fact that , I feel:(Required)

(check all that apply)

Angry

Irritable

Ashamed

Desperate

Scared

Defeated

Weak

Anxious

Hopeless

Stupid

Depressed

Numb

Alone

Other

This field is hidden when viewing the form

Health

Start this sentence with "I..." Example: "I feel...", "I neglect...", "I don't".

This field is hidden when viewing the form

Relationships

Start this sentence with "I..." Example: "I feel...", "I neglect...", "I don't".

This field is hidden when viewing the form

Job/Career

Start this sentence with "I..." Example: "I feel...", "I neglect...", "I don't".

This field is hidden when viewing the form

Emotional/Mental/Spiritual Well-Being

Start this sentence with "I..." Example: "I feel...", "I neglect...", "I don't".

THIS is what a holistic approach to financial wellness is all about!

To put it simply, life is better when you’re not worried about money. Your energy and attention can be spent doing things that bring you joy and fulfillment instead of anxiety and dread. THIS is your “why.”

Part 3: Your HeartMap Story

Together, these pieces clearly define a starting point and a finish line for this part of your Financial Wellness journey.

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Congratulations!

Having a goal is a huge step toward your success. Now, it’s time to get to work!

View Courses

Part 1: What unhealthy looks like.

Crossing Over: 5 Truths to Keep You Afloat

1.

2.

3.

4.

5.

Part 2: What wellness looks like.

THIS is what a holistic approach to financial wellness is all about!

Part 3: Your HeartMap Story

Congratulations!

Let’s be friends!