My 10-Year Plan
(2025- 2035)
Name
First Name
Last Name
Age
Email
example@example.com
PLAN (VISION) ONE: FINANCIAL LIFE
STEP ONE IN PLANNING FOR FINANCIAL LIFE
(a) Write your precise vision or goal in a short sentence. It should fit in the space provided: (This means where you want to be financially by 2035)
*
(b) Describe where you are now [Point of Departure]:You point of departure must include the following:
(i) Your current income/s
*
(ii) Your current servings or Investments
*
(iii) Your Current Asserts: (Asserts could include things such as houses, Industrial Properties for rental, undeveloped land.) Etc
*
(iv) Your current debts
*
(v) Your Current Loans and Mortgages:
*
Back
Next
STEP TWO IN PLANNING FOR FINANCIAL LIFE
Breakdown Your Vision into goals, [Short-term, Medium and Long-term goals] as explained in the example: Both short term and long term goals must be in relation with what you have written as your point of departure.
(a) Short Term Goals: (Put the exact time for your short term goals)
(i) To increase my income to: (Be specific)
*
(ii) To increase my Asserts to: (Be specific)
*
(iii) To pay off my current debts by: (Be specific)
*
(v) Pay off the mortgage/s by:
*
Back
Next
STEP THREE IN PLANNING FOR FINANCIAL LIFE
Write down the plan of action. [What you will do to achieve your short-term goals]: This is the stage on which many people feel discouraged because it looks like they have nothing with which to start. Instead of feeling discouraged, you need to identify the resources you have at hand such as, financial capital, business ideas, skills you possess, special talents and people to whom you are connected. Make a list of anything that can be turned into business or money making. A certain woman of the wives of the sons of the prophets cried out to Elisha, saying, “Your servant my husband is dead, and you know that your servant feared the LORD. And the creditor is coming to take my two sons to be his slaves.” So Elisha said to her, “What shall I do for you? Tell me, what do you have in the house?” And she said, “Your maidservant has nothing in the house but a jar of oil.” 2 Kings 4:1-2
Write the list:
Type a question
Write the list:
1
2
3
4
5
6
7
8
9
10
Important: Circle the first three items with the most potential and which you can easily use to start a business or generate income and write them down here:
1
*
2
*
3
*
Back
Next
STEP FOUR IN PLANNING FOR FINANCIAL LIFE
Write what you may see to be the immediate and major obstacles for you to turn what you have identified into business or income generating events, work. Etc. Write them in the following category:
1. Unproductive Habits:
*
2. Lack of skills:
*
3. Lack of Financial Capital:
*
4. Unhealthy Relationships /lack of Relationship Intelligence:
*
5. Others:
*
Back
Next
STEP FIVE IN PLANNING FOR FINANCIAL LIFE
Determine the Actions to be taken and the specific times to take those actions:
Determine the Actions to be taken and the specific times to take those actions:
Write the list:
1
2
3
4
5
6
7
8
9
10
Back
Next
STEP SIX IN PLANNING FOR FINANCIAL LIFE
Break your actions into small tasks: daily, weekly and monthly tasks:
Format of Daily Tasks:
*
Format of Weekly Tasks:
*
Format of Monthly Tasks:
*
STEP SIX: ESTABLISH ACOUNTABILITY
(a) List the names of people you will be giving account to and specify the stage on which you will report to a particular person.
Write the list:
1
2
3
4
5
Submit
Should be Empty: