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Physician Daily · Tuesday, August 25, 2026
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Worksheet Sheet Boundaries and saying no

Before You Lend the Money

Think it through before you say yes to a loan you may not get back.

Purpose: Think it through before you say yes to a loan you may not get back.

When to use: Use this when someone has asked you for money and you have not answered yet.

Worksheet prompts

  1. Who asked, how much, and what for?
  2. If this money never came back, how much would that hurt you?
  3. What has happened the last time you lent to this person?
  4. What can you actually give with no strings, if anything?
    It is fine if the honest answer is nothing.
  5. Write your answer to them in two sentences or less.

Money and family get tangled fast. Saying it plainly now saves a harder talk later.