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The Wealth Shift Workbook is not a passive journal or a motivational exercise.
It is a structured tool designed to help you pause, assess, and reposition your financial life with clarity and honesty.
Built as a companion to The Wealth Shift course and The Wealth Review™ Diagnostic, this workbook guides you through the inner and outer shifts required to move from reactive money habits to intentional wealth building
What This Workbook Is Designed to Do
The Wealth Shift Workbook helps you:
- See your current financial position clearly, without judgment
- Identify patterns, leaks, and habits that quietly shape your outcomes
- Reframe how you think about risk, ownership, and responsibility
- Clarify your dominant wealth path for this season of life
- Make specific, grounded commitments instead of vague intentions
It is designed to be completed slowly, honestly, and revisited over time.
What You’ll Work Through
1. Your Financial Baseline
You’ll map your current savings and investment activity to establish a realistic starting point — not where you “should” be, but where you actually are.
2. Investment Activity & Exposure
You’ll reflect on how (and where) you’ve deployed capital, across real estate, business, equities, and alternative investments.
3. Wealth Leaks
This section surfaces the hidden drains on your financial progress — from over-carrying family responsibility to emotional investing or staying in cash too long.
4. Goal Discipline & Follow-Through
You’ll review whether you set clear investment goals, whether you met them, and what that reveals about your decision-making patterns.
5. Wealth Identity Reset
A powerful reframing exercise that helps you consciously shift the identity you are building wealth from — and the woman you are becoming.
6. Dominant Wealth Path
You’ll identify whether you are in a season of:
- Wealth Building (foundations and discipline)
- Wealth Expansion (scale and diversification)
- Wealth Leadership (influence, partnerships, legacy)
7. Mindset Shifts for the Year Ahead
You’ll name the belief you are retiring — and the belief you are choosing instead.
8. Strategic Commitments
The workbook closes by asking you to name the wealth decision you are no longer postponing.
How to Use This Workbook
- Set aside uninterrupted time
- Answer honestly — not impressively
- Treat this as a private strategic tool
- Revisit it quarterly or annually
There are no scores.
No comparisons.
No pressure to perform.
Who This Is For
This workbook is for women who are:
- Serious about their financial lives
- Ready to move from intention to structure
- Willing to confront patterns without shame
- Interested in building wealth with confidence, not urgency