Enough for What? - Book Resources
The printable worksheets from Enough for What? How to turn your money into a retirement worth living, and, when you are ready, a way to arrange a conversation.
Remember: use them slowly.
You do not need to work through everything at once. They are prompts for the conversations, decisions and first steps that turn a financial plan into a life, not boxes to tick.
Every worksheet is a free PDF, sized for A4 with room to write. There is nothing to sign up for. Print the one you need, or take them one chapter at a time.
The worksheets
In the order they appear in the book.
The Retirement Autopilot Test · Chapter 2 · Download PDF
Five minutes and no calculator. What you are looking forward to, what worries you, and the question you have been avoiding.
Enough for What? · Chapter 2 · Download PDF
Eight sentences to complete, from “I want enough money to…” through to “I want enough permission to start…”.
Write the Life Plan Before the Financial Plan · Chapter 3 · Download PDF
The life you do not want to drift into, the life you would like your money to support, and your first Life Plan.
Mine, Yours and Ours · Chapter 4 · Download PDF
For couples, and for anyone whose plan touches other people. Complete it separately first, then compare, then talk.
Find and Rewrite Your Money Story · Chapter 5 · Download PDF
Find the money beliefs you inherited, test whether they still fit, and give your future self a better instruction.
Design Your First Ordinary Week · Chapter 6 · Download PDF
The kind of week you might actually live, built from structure, connection, usefulness, growth and joy.
Check Your Retirement Dashboard · Chapter 7 · Download PDF
Seven gauges, from Money to Contribution. Score each from 1 to 5 and notice what may need attention.
Make It Happen · Chapter 8 · Download PDF
One gauge, one point, one action: name the obstacle, the person who can help, and the date.
Build Your Life List · Chapter 9 · Download PDF
Experience, Relationship, Growth, Contribution and Repair. Then choose one item and give it a plan.
Your Financial Reality Check · Chapter 10 · Download PDF
What your life costs, what you have, what could go wrong and what needs protecting: the preparation a proper financial plan will need.
The One-Page Beginning · Now it is your turn · Download PDF
Gather your notes onto one page, choose one postponed decision, and give it a date, a cost and a first step.
Some readers finish the book with a page of notes and one decision they would rather not make alone. If the next step you want is a conversation rather than another worksheet, that is easily arranged.
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