Beyond Wealth Worksheets

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.

Article 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.

Article 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.

Article 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.

Article 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.

Family Foundations · Article 1

The Twenty-Minute Family Check-In

Companion to “Healthy Family Communication”

Two questions, five uninterrupted minutes each, one thing you agree to try. Page two holds the five reflection questions from the article. Nothing to solve in the room — the first goal is only to hear what is true.

Family Foundations · Article 2

The Family Values Compass

Companion to “Shared Family Values”

Each person picks three values, the family finds the three that overlap, and defines each one in a single plain sentence. A compass short enough to remember and specific enough to guide a real decision.

Family Foundations · Article 3

The One-Page Stability Map

Companion to “Family Stability”

Essential monthly needs, three emergency contacts, where the information lives, five recurring responsibilities with owners, and the first three actions during a disruption. One page that answers the frightened questions before they arrive.

Family Foundations · Article 4

The Family Tradition Keeper

Companion to “Family Traditions”

Name one tradition to protect and its heart, choose one small ritual to begin, and capture one story before it fades. A simple way to make sure what your family wants to keep is actually practised and passed on.

Family Foundations · Article 5

The Family Information Session Planner

Companion to “Planning Together”

Emergency contacts, where documents live, responsibilities needing coverage, and three questions for a qualified professional — each with an owner and a review date. Forty-five minutes turns concern into preparation.

Purpose & Calling · Article 1

Purpose Inventory

Five things you return to, three problems you keep caring about, and one step to take this week.

Purpose & Calling · Article 2

Calling Clues Map

Four boxes — absorption, what you would do for free, what you protect, and what you would miss.

Purpose & Calling · Article 3

Work-Meaning Alignment Grid

Map the parts of your job to whom they serve and the value you can bring beyond the minimum.

Purpose & Calling · Article 4

Contribution Compass

Three things you can offer, three people who could use them, and one way to connect them this month.

Purpose & Calling · Article 5

Purpose Legacy Letter

A short letter to someone who will outlive you: one thing you know, one reason, and one hope.

Article 1

Community Map

Companion to “Why Community Is Real Wealth”

Map your circle in three rings, then choose one person from the outer ring to invest in this month. The wealth that lives in people, on one page.

Article 2

Belonging Starter

Companion to “Building Belonging Where You Are”

One place, one small move, and one chair to pull up for someone else. The first steps to belonging where you already are.

Article 3

Showing-Up Plan

Companion to “The Quiet Power of Showing Up”

Name one person to show up for, one ordinary event to attend, and how you’ll keep showing up after the crisis passes.

Article 4

Giving Inventory

Companion to “Giving Without Keeping Score”

List three things you can give that aren’t money and who could use them, then give one this week with no scorecard attached.

Article 5

Community Handoff Checklist

Companion to “Leaving a Community Stronger”

Name what you hold up, ask if it could survive without you, choose a successor, and walk the five steps of handing it on well.

Article 1

Career Foundations Audit

Companion to “Building a Career That Lasts”

Rate yourself on the four foundations — skill, reputation, adaptability, relationships — then reinforce the weakest one this month.

Article 2

Deliberate Practice Plan

Companion to “The Craft Behind the Career”

Name the hard part of your craft you usually avoid, then plan to practice exactly that this week.

Article 3

Reputation Ledger

Companion to “Reputation Is a Kind of Wealth”

Compare what you're known for now with what you want to be known for, and pick one behavior to close the gap.

Article 4

Setback-to-Comeback Map

Companion to “Growing Through Setbacks”

Name a setback, extract its lesson, keep the dream, adjust the plan, and find one person to ask for help.

Article 5

Body-of-Work Inventory

Companion to “Work That Outlives You”

List the work you're proudest of, one thing you know that no one wrote down, and one person you could teach it to.

Article 1

Legacy Definition Worksheet

Companion to “What Legacy Really Means”

Name how you most want to be remembered, then list what you'll pass on to get there.

Article 2

Values & Heirlooms Inventory

Companion to “Passing On More Than Money”

Map the values and meaningful objects you want to transmit, and the stories they must carry.

Article 3

Affairs-in-Order Checklist

Companion to “Getting Your Affairs in Order”

A general starting point for reducing the burden on your loved ones. Not legal advice.

Article 4

Family Story Capture

Companion to “Telling Your Family Story”

Name the person whose stories you most need to record, and the questions you'll ask.

Article 5

Living Legacy Plan

Companion to “The Legacy You Live Now”

Name who you'll pour into, what you'll build, and the value your life will teach.

Article 1

Mentor Map

Companion to “Why Everyone Needs a Mentor”

Name where you need guidance, and who's a few steps ahead who could give it.

Article 2

Mentor Outreach Plan

Companion to “How to Find a Mentor”

You're not making a grand request, you're starting a relationship. Plan the first step.

Article 3

Worth-Following Self-Check

Companion to “Becoming Someone Worth Following”

Rate yourself on competence, character, and care, then build the weakest one.

Article 4

Mentoring Plan

Companion to “Mentoring the Next Generation”

Name one young person to mentor and one thing worth teaching, then plan how you'll invest.

Article 5

Pay-It-Forward Map

Companion to “The Ripple Effect of Mentorship”

Pass forward what a mentor gave you, and start a ripple that outlives you.

How to use these

You don’t need every worksheet 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.