Resource: Future Self Tool

This tool (PDF, 17 pages) is designed to help financial educators, coaches, and counselors motivate and support the young people they serve toward their longer-term financial goals, using exercises that strengthen their connection to their future selves. The tool includes: 

  • A practitioner worksheet to help prepare before engaging with the client 

  • Three practical, interactive exercise options that will help the client visualize themselves in the future, as the practitioner guides them to identify and write down their long-term goals 

  • An action step worksheet to be completed after finishing one of the exercises to encourage the client to take a meaningful step toward their goal right away 

Learn more.