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Testimonial
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A Yale study found that 3% of people had written goals and 20 years later were worth more than the other 97% combined
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Your Life Strategy
Are you starting to get excited about creating your life strategy?
You've started thinking about all the things you'd like to do, and you're ready to start writing down your goals. Like most people, you probably want to cram everything into the next 5 years.
Or perhaps you don't know where to start, or how to plan your life.
The Life Planner guides you step-by-step through the goal-setting process.
The Life Planner provides:
- Thought-provoking questions about your life
- Options for you to consider
- Sample goals for inspiration
- A way to measure your achievements.
What you need to know before making your life strategy
People get excited when they realise that their goals are actually achievable. But they don't want to look 30 or 50 years into the future. It's too hard to imagine.
However, the Life Planner is designed to help you achieve both short and long term goals.
Do's and Don'ts
- Don't try to cram too much into your life strategy. Trying to do too much is common reason for being dissatisfied.
- Don't feel that you're missing out by putting a goal further into the future. If it's written in your life strategy, you can achieve it.
- Do space your goals out into achievable timeframes.
- Do be realistic about your goals. Achieving smaller goals can be as satisfying as achieving more difficult, larger ones.
- Do think short term and long term. You will want to keep achieving goals later in life.
Here is an example of a well spaced life strategy:
Sally and Tom's awesome life plan
| Area / Goal |
Cost |
How Often? |
By When? |
Total Cost |
|
|
| Health & Fitness |
| T - Lose 5kg |
$200 |
Once Off |
2007 |
$200 |
| T - Get full medical check up |
$200 |
Once Off |
2007 |
$200 |
| S - Run a marathon |
$400 |
Once Off |
2010 |
$400 |
| S - Train at the Gym x 3 |
$18 |
Weekly |
2010 |
$2,808 |
| Total Area Cost: |
$3,608 |
|
| Career & Business |
| Set up a business |
$20,000 |
Annually |
2007 |
$20,000 |
| T - Achieve promotion |
$500 |
Once Off |
2008 |
$500 |
| S - Attend networking event |
$30 |
Monthly |
2008 |
$360 |
| Grow business by 20% |
$15,000 |
Annually |
2009 |
$30,000 |
| Total Area Cost: |
$50,860 |
|
| Home & Lifestyle |
| Buy a beach house |
$500,000 |
Once Off |
2008 |
$500,000 |
| Own a convertible |
$150,000 |
Once Off |
2012 |
$150,000 |
| Buy Rolex watches |
$20,000 |
Once Off |
2015 |
$20,000 |
| Buy a house in France |
$2,000,000 |
Once Off |
2020 |
$2,000,000 |
| Total Area Cost: |
$2,670,000 |
|
| Finance |
| Save 10% of income |
$0 |
Monthly |
2007 |
$0 |
| Attend Investment course |
$3,000 |
Once Off |
2008 |
$3,000 |
| Pay off mortgage |
$300,000 |
Once Off |
2012 |
$300,000 |
| 100K in Bank |
$0 |
Once Off |
2015 |
$0 |
| Total Area Cost: |
$303,000 |
|
| Relationships |
| Celebrate Anniversary |
$500 |
Annually |
2007 |
$500 |
| Have a baby |
$10,000 |
Once Off |
2009 |
$10,000 |
| Have a date night |
$200 |
Monthly |
2010 |
$9,600 |
| Have a family day out |
$200 |
Monthly |
2020 |
$31,200 |
| Total Area Cost: |
$51,300 |
|
| Travel & Adventure |
| T - Go white water rafting |
$2,000 |
Once Off |
2008 |
$2,000 |
| Visit the great barrier reef |
$5,000 |
Once Off |
2010 |
$5,000 |
| Visit Italy |
$20,000 |
Once Off |
2014 |
$20,000 |
| Travel to cuba |
$20,000 |
Once Off |
2016 |
$20,000 |
| Total Area Cost: |
$47,000 |
|
| Fun & Creativity |
| S - Attend a painting course |
$200 |
Annually |
2007 |
$200 |
| Learn Italian |
$500 |
Once Off |
2011 |
$500 |
| Write a book |
$5,000 |
Once Off |
2013 |
$5,000 |
| Total Area Cost: |
$5,700 |
|
| Total Plan Cost: |
$3,131,468 |
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