Design Your Life Before You Plan Your Money.
A free 30-minute module to clarify your vision, define your mission, and set meaningful goals.
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The Problem
- You're working hard... but not sure where it's all leading.
- You set financial goals... but they don't stick.
- You know money matters... but you haven't defined why.
Most people don't have a money problem, they have a planning problem.
- Vision -- Who you want to become
- Mission -- How you live it out
- Goals -- How money supports it.
What You Get in This Module
- Guided Vision Exercise
- Personal Mission Builder
- Goal-Setting Framework
- Downloadable Workbook
- 30-40 Minute Completion Time
By the end, you'll answer one powerful question:
What do I want my life to stand for?
I'll Guide You Through the Module
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- CFP® with 20+ years experience
- Helped hundreds build real plans
- Former finance professor
- Focus: helping people design life first, money second
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What does the course cover?
Who is this course for?
Who is this course NOT for?
Free Module 1: Vision, Mission & Goals
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Vision, Mission, & Goals
6 lessons- Lesson 1: Welcome — Why Vision Comes Before Money
- Lesson 2: What You Want to Achieve
- Lesson 3: Who You Want to Become — Character and Legacy
- Lesson 4: Your Vision and Mission Statements
- Lesson 5: From Vision to SMART Financial Goals
- Lesson 6: Commitment — and What Comes Next
