What is the most monumental achievement you have experienced in life or the last year?
What brings/has brought you joy or inspiration?
Your passions in life are...
Your purpose in life is...
Which of these common financial goals are important to you?
To care for my aging parents
To start a new business
To go on a dream vacation
To give to charitable causes
To start a donor advised fund
To pay for future medical expenses
Roth conversion strategies
To pay for self-improvement (back to school, learn a skill, etc.)
To help pay for my kids'/grandkids' college education
To feel financially secure in retirement
To retire early before age 70
To leave an inheritance to loved ones
To not become a financial burden to my family
To relocate in retirement
Other financial goals you would add, and are not listed above.
Would you like to share any additional information regarding your above selections?
Based on your passions and purpose, what are your goals for the next year? 3 years? 5 years? 10 years?
What are your Financial Goals for the next 3 years? 5 years? 10 years? List the goal and anticipated amount.
Are your goals SMART? (Specific, Motivating, Achievable, Relevant, Time-Stated)
Are you utilizing a calendar to plan and track your progress in a realistic context?
What are three items related to your goals on which you will take action this year?
Are your goals connected to your "bigger picture" for a Life By Design?
Are your financial goals supportive of your life goals?
Are you using the MYGOALS Planner?
If so, what year did you start?
Are you periodically assessing the areas in which you are succeeding and the areas in which you may be needing additional effort/support in the pursuit of your goals?
Have you shared your goals with your advisor or accountability partner?
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