Introduction.

In the midst of grief and overwhelming responsibilities, gaining clarity about your financial situation is a crucial step towards regaining control and planning for the future.

This lesson introduces the "My Financial Snapshot" worksheet, a powerful tool designed to help you piece together your financial puzzle one step at a time. By systematically documenting your assets, liabilities, income, and expenses, you'll begin to form a clear picture of your current financial state. This snapshot serves as your financial starting point, empowering you to make informed decisions and set realistic goals.

Remember, you don't need to complete this snapshot all at once – it's a living document that you'll update throughout your journey. As you gather more information and uncover various aspects of your finances, you'll gradually fill in the gaps, much like solving a puzzle. This process not only provides practical insights but also offers a sense of accomplishment and progress during a challenging time. Let's begin this important step towards your financial empowerment.

EXERCISE: Complete the My Financial Snapshot worksheet below.