Wellness Routines
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CPreliminary evidence
Financial Wellness · 40 min · One-time setup, then quarterly review

Financial Goal-Setting

An educational routine for setting a personal financial baseline and one concrete goal. You reflect on the four pillars of financial well-being, notice how you mentally bucket money, and write a specific, time-bound goal. General education, not personalized financial advice.

Grade inherited from the evidence blocks this routine implements. Duration is a starting point (do more or less); the app just tells you where you land against the evidence-based dose.
  1. 1
    What Financial Well-Being Means
    Do 1 self-reflection using the four CFPB pillars to set a baseline
  2. 2
    Mental Accounting: How We Mentally Bucket Money
    Read one 8-12 min lesson and note 1 way you bucket money
  3. 3
    Set a Concrete Financial Goal
    Write 1 specific, time-bound financial goal (amount, deadline, why)
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Wellness Routines: evidence-based routines for every part of your life