WEALTH Foundations

Module E: Evaluate Your Path to Financial Freedom

From Financial Stress to Financial Success

Module Workbook

Welcome to Module E: Evaluate Your Path to Financial Freedom

Module E is where you gain crystal clarity on your current financial reality and future vision. You'll complete a comprehensive financial assessment, identify patterns that may be keeping you stuck, and set achievable goals using proven frameworks. This module builds the foundation for all strategic decisions you'll make throughout the WEALTH Framework.

What You'll Accomplish

Complete your Financial Reality Snapshot™ and gain absolute clarity on your current financial position
Identify hidden financial patterns that may be sabotaging your progress
Create SMART financial goals using a proven framework that dramatically increases success rates
Develop obstacle strategies to maintain momentum when challenges arise

Getting Started

Set aside dedicated time for each tool
Complete tools in order as each builds on the previous
Be honest throughout the process
Gather financial documents first

Gather These Documents:

Recent bank statements (2-3 months)
Credit card statements
Investment account statements
Loan and debt statements
Recent pay stubs
Monthly bills and receipts

Mindset Moment

Financial evaluation can feel overwhelming. Remember, you're not being judged on your current position. This assessment creates awareness and opportunity, not judgment. Approach with curiosity and self-compassion.

Access Your Interactive Tools

Complete These Tools in Order

Click each tool below to open the interactive version. Your progress auto-saves as you work, and you can export results as PDF or data files.

1. Financial Reality Snapshot™

Create complete visibility into your financial life with comprehensive assessment

Time: 30-45 minutes

2. Pattern Recognition Guide

Identify hidden behavioral patterns keeping you financially stuck

Time: 15-20 minutes

3. SMART Goals Framework

Transform vague wishes into concrete, achievable financial goals

Time: 20-30 minutes

4. Obstacle Planning Worksheet

Anticipate challenges and develop strategies to maintain momentum

Time: 15-20 minutes

Tool Features

Auto-save functionality
Export options (PDF & data)
Progress tracking
Smart calculations
Mobile friendly

Getting Support

WEALTH Wizard AI Assistant
Community discussions
Email support@rossfinancialcoaching.com

What to Expect Next

As you complete Module E, you're laying the groundwork for Module A: Align Your Finances with Your Dream Life. The clarity you develop here will allow you to approach financial planning with greater precision and less emotional reactivity.

Remember that evaluation is a process, not an event. Be patient with yourself, celebrate small wins, and trust that each step forward creates momentum toward lasting financial success.

Your Next Steps

After completing all four tools, review your results and identify the top 2-3 insights that feel most important. These insights will guide your work in future modules and help you prioritize your financial improvement efforts.

Your financial evaluation journey begins now. Every financial expert started as a beginner. Your willingness to engage with these tools places you on the path to transformation. Trust the process, do the work, and watch your relationship with money evolve.