Planning For Achieving Your Financial and Life Goals

Developing Precise Goals, Strategies, Tactics and Timelines

With John Assaraf

PROCESS

METRICS

BELIEFS HABITS

Exceptional Life Blueprint

What Level Do You Play At?

Who Are You? How Do You Think? What Is Easy For You? What Is Hard?

Step 1: Set Your Financial Goals ShortTerm–AchieveBy:______ LongTerm–AchieveBy:______

YearlyRevenue(Business) $ $

NetIncome(Business) $ $

PersonalIncome $ $

Savingsfor:!  Car!  House!  CollegeFund!  ReFrement!  Other

$ $

InvestmentIncome $ $

NetWorth $ $

PayoffCreditCard/Debts Date Date:

DebtFreeDayByWhen Date:

Step 1: Set Your Top Non Financial Goals ShortTerm-AchieveBy:______ LongTerm–AchieveBy:______

1-Weight-Release15lb XXXXXXXXXXX Keepitoff-forever

2-TravelToSouthAmerica

3-

4-

5-

6-

7-

8-

Step 2: Developing the Strategies, Tactics & Timelines for Achieving Your Goals

Strategy WHAT IS To Be Done

Tactics A Simple Plan on HOW to Achieve Each Strategy

Timelines By WHEN and By WHO?

Here Are Your Choices

"  Do It Yourself "  Get Help Doing It "  Get It Done For You "  Don’t Do It "  Pray & Hope It Happens or "  Bitch, Complain, Be Miserable &

Frustrated

Outsource, Hire, Barter, Partner

Example – If You Want To Increase Your Business Revenue 1- Goal: Increase My Business Revenue By 50% Within 12 months

2 - Strategies: Increase Leads using •  Social Media Marketing / Blog •  Client Referral Program •  Facebook ads

3 - Tactics:

•  Write Four Blog Articles A Month With Proper Keywords For Our Website

•  Send Email To My Friends to Read & Distribute + Post On Facebook

•  Buy Facebook ads that drive people to blog

•  Offer Every Client A Free Treatment For Each Referral

4 – Timelines and Responsibilities

These Strategies & Tactics Will Be Complete By ______________

•  Who is Accountable To Ensure It All Gets Done: ME

•  Who Is Responsible: •  My SEO Guy for Keywords- Or Find Help On Elance •  My Website Manager for Posting On Blog •  I Will Research and Write The Blog •  I will create the ads and mange them

Example – Want To Earn More As An Employee 1- Goal: Increase my Income By 10% Within 6 months_

2 - Strategy: •  Freelance offering my services •  Invest X% Of My Money In The Stock Market

3 – Tactics and Timelines: Research What Is The Best Way To Offer My Writing Services Online By Googling and Also Researching Fiverr.com & Elance.com By ________

•  Find & Call 3 Reputable Brokerage Firms & Ask For Advice On Stock Market Investing By __________

•  Watch 5 Pillars Of Financial Success To Upgrade My Knowledge & Skills

•  By____________

Goal- Release and keep off - 15 lbs

Top 3 Strategies (What ) • 1- Reset My Weight Set Point and Upgrade My Skills • 2- Exercise 5 days a week • 3- Eat balanced whole foods with the right amount of total calories I need

Tactics and Timelines • Buy NeuroGym’s Winning The Game of Weight Loss program

by XXXXXX and listen to daily upon waking and watch the training videos • Walk 30 minutes every Monday, Wednesday, Friday at 7am • Hike on Tuesday’s and Saturdays at 730am with Mary • Hire a nutritionist to help me determine the best foods and

the amount of calories I need to eat daily- do by _______ • Take 1 hour a week to pan my meals • Take 30 minutes a day to cook

• Review Progress every Sunday night at 7:30 pm with My accountability partner

My Top 3 Financial Goals:

1)

2)

3)

3 My Strategies For Achieving Each Goal

1) 2) 3)

Deadline:

1) 2) 3)

Deadline:

1) 2) 3)

Deadline:

3 Tactics For Each Strategy

1) 2) 3)

Deadline:

1) 2) 3)

Deadline:

1) 2) 3)

Deadline:

3 Obstacles That May Hinder Getting My Strategies and Tactics Completed

1)

2)

3)

My Plan To Overcome Each Obstacle:

1)

2)

3)

Why I Must Achieve These Goals:

1)

2)

3)

Repeat The Process For Your Non Financial Goals

Creating Timelines

2 Types of Timelines

"  Getting Stuff Done Timelines

"  Review Timelines

Getting Stuff Done Timelines

After defining activities and determining their sequence, the next step in goal achieving is time management and estimating time needed to complete the project and task.

Review Timelines

These are specific dates you plot in your Calendar to review what’s working & what’s not working.

They can be spread out daily, weekly, bi-monthly, monthly, quarterly, or yearly depending on the length of the project/goal