✨ MERLOT Vision Board & Financial Wellness Workbook

Design Your Dreams. Align Your Finances. Celebrate Your Wins.

The MERLOT Vision Board & Financial Wellness Workbook isn’t just another journal — it’s a complete life and money alignment system. Using the MERLOT framework (Magical, Exhilarating, Realistic, Look to Spirit, Own It, Trust Yourself), this guided workbook helps you create a vision board that’s rooted in both inspiration and action.

With reflection prompts, habit trackers, budget tools, and long-range planning pages, you’ll move beyond wishful thinking into a clear plan for the life you want to build.

 Inside the Workbook

• The MERLOT Framework → prompts that spark clarity and courage

• QR-linked videos → guidance from Lana to walk you through each step

• Vision Funding Timeline → align your short, mid, and long-range goals with financial plans

• Net Worth & Exit Strategy Trackers → give every dollar a purpose

• Budget Worksheets → streamline money flow toward your goals

• Habit Tracker → lock in daily and monthly progress

• Quarterly 12-Week Sprints → focus on what matters most, four times a year

• Long-Range Planning (through 2085!) → dream bigger, plan smarter

 Why It’s Different

Most vision boards focus on images. Most planners focus on money.
This workbook blends action, vision, and finance into one beautifully designed system.

It’s not just paper — it’s a coach, a planner, and a vision board rolled into one.