How to Create A Life Aligned with Your Values, Beliefs and Ideals.

What Is The Happiness Spreadsheet?

The Happiness Spreadsheet is really three things — an idea, a document and a way of life. Here’s the idea: If you can think differently and more consciously about the relationship between your spending, your values and your happiness, your life can change dramatically.

As a document, The Happiness Spreadsheet provides the structure for you to turn this idea into reality.

The payoff? You can use your Happiness Spreadsheet to both monitor and recalibrate the role that money plays in your everyday life.

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Download the Worksheets

Happiness Spreadsheet | Curtis Financial Planning, Bay Area

I created The Happiness Spreadsheet because I wanted to help my clients do three things:

  1. Think more deeply about their values, beliefs, and ideals.
  2. Focus on their spending in relation to those things they hold most dear.
  3. Create a spending plan that reflects their values and  live within their means.