Financial Stress Check-In
Separate money facts from money fears, and pick a next step.
1-page fillable PDF · US Letter (prints on A4) · Work, Money & Stress
- Approach / concern
- Work, Money & Stress
- Technique
- Work, Money & Stress
- Format
- Fillable PDF, 1 page (US Letter / A4)
- Access
- Pro and Advanced plans (3-day free trial)
- For
- Licensed clinicians to use with clients
- Updated
- November 2026
Key facts
What is Financial Stress Check-In?
Separate money facts from money fears, and pick a next step. Money stress is common and can affect sleep, mood and relationships. This sheet is not financial advice.
When to use it
- Workplace stress and burnout
- Returning to work after leave
- Financial stress and money conflict
- Confidence and imposter feelings
How to use it in session
- Explain the purpose and check that the client wants to do this.
- What I am most worried about.
- What I know for sure (actual numbers).
- What I am assuming or avoiding.
- Who could help (credit counsellor, family, community program).
- One small step this week.
- Agree one small next step.
Clinician tips
- Separate what the client can influence from what they cannot.
- Refer to financial, legal or employment specialists when needed.
- Consider systemic factors as well as individual coping.
Sharing with clients
Members can download the PDF to print or email, or copy a private client link from the download box. Your client opens the link and downloads the worksheet on any device. No client account is needed, and nothing your client writes is stored on TherapyAid.
This worksheet is an educational tool for use by, or under the guidance of, a licensed or registered mental-health professional. It is not a diagnostic instrument or a substitute for clinical judgement. If a client is in crisis in Canada, call or text 9-8-8 or call 9-1-1.
