emotional wealth worksheets

Worksheet 1: Build Your Emotional Foundation

Goal: Define your emotional wealth vision and anchor your “why.”

Prompt Consultant Response

What does emotional wealth mean to you?

Which emotions do you want your business to evoke?

Describe your personal “Life as a House” metaphor.

What legacy are you building, and for whom?

Bonus Activity: Vision-mapping collage or “House of Meaning” diagram.

 Worksheet 2: Clarify Your Strategic Pillars

Goal: Align your business activities to emotional values.

Pillar Emotional Alignment Question Your Strategy

Identity & Values What story do you want your brand to tell?

Emotional Resonance How will you emotionally engage your audience?

Empowerment Engine How do you want to transform your clients?

Financial Alignment What pricing feels fair and affirming?

Community Legacy Who will co-create your movement with you?

Bonus Tool: Create your “Emotional Positioning Statement.”

Worksheet 3: Craft Your Offer Suite

Goal: Design offers with emotional and financial impact.

Offer Type Emotional Benefit to Clients Pricing Tier Format (Digital / Live / Hybrid)

Signature Certification

Mini Workshop / Group Call

Journals / Templates

Affiliate Recommendation

Movement Sponsorships

Bonus Prompt: What transformation does each offer promise?

Worksheet 4: Design Your Feedback Loop System

Goal: Create systems that grow emotional and financial ROI.

Input What it Delivers Loop Action

Client Testimonials Emotional proof & resonance Used in marketing storytelling

Consultant Success Stories Authority & legacy Shared in onboarding/retreats

Community Rituals Belonging & continuity Amplified in events, products, engagement