Dreams & Goals Worksheet
Instructions:
- Get paper & pencil
- Orient paper in landscape mode
- Create 4 columns by folding in half and half again such that we have 3 creases, draw a line down each crease (3 lines)
- In first column write
- Dreams & Goals
- Needs
- Quality of Life
- In second column write
- YES or NO
- In third column write
- What kind
- What size
- What structure
- In fourth column write
- Consequences
- Victims
- We want to spend 5 mins and brainstorm column 1
- Ask sincerely, do you have a solid plan to archive what’s outlined. Circle YES or NO
| Dreams & Goals | YES or NO (will I reach) | What kind of biz |
Consequences (what are?)
Victims (who are) * if we don't |
| Needs | What size | ||
| Quality of Life | What structure of biz |
Consider:
- What am I responsible for?
- What is cost if I settle?
- What did I dream of being when I was 5-years old (e.g. NFL player, astronaut)
- Ask those close to you (e.g. friends, family, trusted partner). They will bring clarity.
- Future: What’s the succession plan? Who are the victims, friends, family, future employees, legacy building
Needs could be:
- health insurance
- 6-12 month emergeny fund
Quality of life could be:
- Zero debt
- Community
- Working 12 hours/mo instead of 24 per week
- FU freedom money (THINK: Chris Williamson travel to Dubai)
For YES/NO:
- 93% of people say they are prpared for retirement. In reality 5% actually are.
For biz column:
- 80% of 2-comma club (millionaires) are business owners and 90% of 3-comma club (billionaires) are
Credit
- 2023-09-05 AR & his mentor