Page 14 - Workbook2E

C Develop Your Roadmap for Success
#6
Proper planning is the key to success. In the earlier workbook, you’ve mapped out your financial philosophy, spending plan, debt reduction, children and money, and are firmly on the path to reach your long term goal of financial freedom. Now you’re ready to establish some landmarks on your roadmap so you can be sure to stay on course. These landmarks
are short-term goals you’ll set for yourself.
Making a Game Plan
Everyone plays in the “Game of Life.” The players who are in control of their finances are people
who have a plan. They plan ahead for needed cash. They put money aside for unplanned events and emergencies. Just like businesses plan their financial strategy, successful individuals have a financial plan.
Sadly, most people whose finances are out of control don’t plan. They may have a general idea or vague dream of where they’re headed, but they’re traveling without a roadmap. They easily stray off course
and may become completely lost and financially overwhelmed.
What, Why, How, When, Where, and Who?
Every good plan must answer the questions: what, why, how, when, where, and who. The answers will help give you a basis for your strategies for success and the boundaries of your playing field.
1. What is the most important thing you want that will be easier to achieve by enhancing your productivity and increasing your income? Put it in writing and remember this is your top priority!
2. Why do you want to achieve this goal? Write it in one sentence like a mission statement. The statement needs to describe the reason why it’s your top priority.
“We’re right back where we started from! Now can we use a map?!”
10 Workbook 2: Improve Your Financial Life