Companion Worksheets
Beyond Wealth Worksheets
One simple tool for each article — free to download, no email required.
Each worksheet turns an article into a single action you can finish this month. Print it, fill it, keep it somewhere visible. Two formats for each: a fillable PDF you can type into on a screen, and a print-and-write version for pen and paper.
Article 1
One-Page Life Check-In
Companion to “Why Life Planning Matters”
Five sentences, one page: where you are, what matters most, what needs attention, your next step, and who should know. The simplest possible start.
Download fillable PDFPrint & write versionArticle 2
Seven-Currency Audit
Companion to “Redefining Wealth Beyond Money”
Score yourself one to five across all seven currencies — money, time, health, relationships, knowledge, purpose, freedom — and find the account worth a deliberate deposit this season.
Download fillable PDFPrint & write versionArticle 3
168-Hour Map
Companion to “Time: Your Most Valuable Investment”
Map one week to see where your hours actually go, then claim a single protected hour and assign it on purpose. One hour a week is fifty hours a year.
Download fillable PDFPrint & write versionArticle 4
Stability Ladder
Companion to “Building Stability Before Building Riches”
Place yourself honestly on a five-rung ladder from ‘one surprise from crisis’ to ‘solid floor and steady margin,’ then name the one step that moves you up a rung.
Download fillable PDFPrint & write versionArticle 5
Record One Story
Companion to “Living a Life Worth Passing On”
A twenty-minute interview script for sitting down with a family elder — the questions that capture a story before the window to ask it closes.
Download fillable PDFPrint & write versionHow to use these
You don’t need all five at once. Start with the worksheet for the article you just read, complete the single action it asks for, and come back for the next when you’re ready. The point is momentum, not a finished binder.
Many families work through one worksheet together at a monthly conversation. If that fits yours, print two copies and compare.
Dance Mogul Magazine publishes the Beyond Wealth collection and its worksheets for educational and inspirational purposes. They are not financial, legal, tax, medical, or mental-health advice, and are not a substitute for guidance from a licensed professional who knows your situation.
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