Money and Values Planner
$0.00
A BUDGET that fits your life.
MADE OF:
A spending snapshot, a values list, and a side-by-side view that shows where to adjust.
PERFECT FOR:
Monthly money dates • Fresh starts • Payday check-ins • Planning a goal
FYI:
Free • Instant digital download • Printable PDF
Backed by science
Clarity beats willpower.
Financial wellness is one of the seven dimensions for a reason. Money pressure never stays in a spreadsheet. It shows up in your sleep, your relationships and your body. The moment vague money anxiety becomes a specific written number, your brain has something it can plan around instead of something it has to dread.
43%
of U.S. adults say money negatively impacts their mental health
Bankrate Money and Mental Health Survey, 2025
69%
of those adults point to inflation and rising prices as the main cause
Bankrate Money and Mental Health Survey, 2025
1
page to line up what you spend against what you value
Seven Wellness Club
Frequently asked questions
Find answers to common questions about our products
Sort of. It's a values-based budget worksheet. Instead of starting with rules, it starts with what you care about and shows where your spending matches it and where it doesn't.
No. Rough numbers from last month are enough to see the pattern.
Add it to your cart and check out. It's free, and your download link arrives right after checkout.
Yes. Print it at home or fill it in with any PDF or notes app.
No. It's a self-reflection tool. For advice on investing, debt or taxes, talk with a licensed financial professional.
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