This tool helps you reflect on how you are doing in each of the eight key areas of life. Completing this will help you access how things are really going in your life and ensure you are not overlooking a key component. If we are going to live a meaningful life, we want to be doing well in all eight areas and will require margin to manage this. If we are not, the challenge could be we have unrealistic expectations in each of the eight areas and/or we are too focused on some areas, causing us to neglect others. 

Intentionally tracking your time over the course of a week, will help you evaluate how you actually spend your time. Accessing your current reality is essential to enabling you to make the changes you want to make. 

This tool helps plan out your ideal week so you can ensure you do all the important, not just urgent things you should be doing. We know no week is ideal, and things always change, however it's a lot easier to get close to living out your ideal if you know what it is.

This article explains it perfectly.

Then to get started, read the overview here before using the template.

Watch or listen to our 'Restless' series.

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This tool will help you map out your core relationships so you can get a feel for whether you are over or under invested relationally. It also has some great reflection questions to help you self assess how things currently are. 

This one pager helps you ask yourself if the friends you have closest to you are in fact the right people. Having the right people in your Key 3 and your crew is essential to you thriving in life. This will have you take stock and see if you need to pull some people closer and/or step back from some friendships. 

Have a listen to our 'Marble' series from a few years back.

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Your first budget! It’s also the simplest, so you can relax now. It’s time to get your feet wet with budgeting. The Quick-Start Budget is just your starting point. 

Cash flows in and out each month. Make sure you tell it where to go! This budget form gets you to list practically every expense imaginable to prevent you from forgetting something. 

Get the ball rolling and start attacking your debt! The Debt Snowball form will help you get some quick wins and develop some serious momentum! You’ll make minimum payments on all of your debts except for the smallest one. Then, attack that one with intensity! 

This short test will help you identify your (and if relevant, your partners) financial personality. Knowing this can bring both self awareness and understanding as to how you relate with money 

This captures the 12 key principles highlighted in the Cash Conversation series and is a great recap of all we covered.

'Cash Conversations' series:
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Get Your Money Sorted Group:
We often run a group that is all about helping you get your money sorted. Look out for it each time we launch a new Groups Semester.

Dave Ramsey Books:
Dave Ramsey created the Course Financial Peace University (our Get Your Money Sorted Group uses a bunch of this material but has adjusted some to make it relevant to NZ) and has written many books on the subject.  So no matter where you are financially - struggling, stable or thriving- there is something for you. Check them out here.