On today’s show, my good friend and personal finance guru (the good kind) Nick True drops by for a cozy chat.
He’s not just a wizard with numbers; he’s a master of mapping out the future too.
We dive into Nick’s “Life Vision Template” – a brilliant tool he crafted to help folks get crystal clear on what they really want from life and work. It’s all about setting your sights on the big picture and making it happen.
Nick shares some golden nuggets on how to use this template to sketch out your dreams and turn them into actionable goals. It’s a laid-back convo, but trust me, the insights are anything but casual.
Ready to start crafting your best life? Tune in and let Nick show you how it’s done.
Life Vision Template
Click here to make a copy of Nick’s Life Vision Template (Google Doc version).
Instructions
Step 1: Identify your core values and priorities.
These are the things that help you make the biggest decisions in your life like who you marry, where you live, what you do for work, and how you prioritize everything else.
Step 2: Create your ideal day and ideal weekend menu.
Step 3: Identify the core categories for your life vision
- Being
- Spiritual
- Intellectual/Mental/Emotional
- Physical
- Relationships
- Marital
- Parental
- Social
- Doing
- Vocational / Career
- Avocational / Hobbies / Travel / Fun
- Financial / Wealth
Step 4: Make a bulleted list of things you want to achieve or what you want that area of your life to look like in each of your core categories for 1, 3, and 5 years from now.
Step 5: List any other future dreams beyond 5 years at the bottom. Include a few bullets of what you want retirement to look like.
Step 6: Based on your core values and the 1, 3, 5 year timeline, what is your main focus for this quarter? Choose 2-3 areas of your life you want to focus on growing this quarter and put the rest on maintenance mode.
