This week’s Wednesday Worksheet is a little more touchy-feely that the ones we’ve done so far. An important key to making any financial progress is having the motivation and commitment to make good choices. It’s hard to have motivation and commitment if you don’t have anything that you need or want. Anyone can just float through life, living paycheck-to-paycheck, and dealing with big expenses as emergencies, but it isn’t a pleasant way to live. This is similar to setting goals, but at a much broader level.
For this Dream Big Worksheet, I want you to identify a handful of life and financial goals. They often go together – world travel requires funding, and a beach house isn’t free. If you want, you might even want to put together a vision board to go with your written list. The purpose of this exercise is to inspire you!
Use this link to retrieve the Dream Big Worksheet from Google Docs: https://docs.google.com/document/d/17lOB8EK0UP6PEN5L-9yXtnoY1fKQq8geH6mll5rbb28/edit?usp=sharing You will have to make a copy to use it yourself.
You can download the Dream Big Worksheet in Word format: free Dream Big Worksheet
You can download the Dream Big Worksheet in PDF format: free Dream Big Worksheet
What sort of things might you include? I want to vacation with family regularly, have a little help cleaning my house, and live near the water. I also want my husband to have flexibility and freedom after he retires from the Navy. After several decades of serving our family and our country, I want him to be able to pick work that makes him happy and doesn’t have ridiculous hours.
I’d love to hear about your big dreams. Comment, or drop me an email at firstname.lastname@example.org.
Wednesday Worksheets are a series of simple little projects designed to help you get your finances in order. Print out each worksheet, fill it in, and keep it in a file folder or binder. Once the series is complete, you should be organized!
Other worksheets in the series include:
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