Assess your current financial health
See where you actually stand — without shame or guesswork.
RISE™ Collection · Free
Financial Peace Checklist™
Build calmer money habits, organize your finances, and create a practical 90-day financial plan—one step at a time.
Money stress rarely comes from a lack of discipline. It comes from a lack of clarity. This free checklist walks you through a calm, ordered process: see where you actually stand, organize your bills and debt, build a starter emergency fund, and turn it all into a realistic 90-day plan you can keep.
What you’ll learn
Calmer money, one step at a time
Build an emergency fund
Create the cushion that turns emergencies into inconveniences.
Organize bills and debt
Bring every due date and balance into one calm, clear place.
Create a realistic 90-day financial plan
Turn intention into a sequence of steps you can actually keep.
Inside the workbook
Everything included
- Money Mindset Check
- Financial Health Assessment
- Monthly Spending Audit
- Needs vs. Wants Exercise
- Emergency Fund Planner
- Debt Elimination Checklist
- Savings Challenge
- Bill Organization Worksheet
- Income Growth Brainstorm
- Money Habits Tracker
- 30-Day Financial Reset
- 60-Day Momentum Plan
- 90-Day Financial Goals
- Weekly Money Check-In
- Reflection Journal
Who this is for
Made for this season
Anyone feeling overwhelmed by money
Families wanting better financial habits
Professionals rebuilding finances
Entrepreneurs seeking financial organization
People ready to create financial peace
Free — yours in minutes.
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