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Finance

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My financial situation. Net worth, income, savings, debt, investments, and taxes. Financial security is a basic human need. Make sure to plan ahead, educate me on how money works, set financial goals and targets.

My Goals

NameStatusDue DateImportanceTime left
πŸ’°
$100k in savings
Completed
July 30, 2022
B
βœ… Completed
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Create a financial strategy
Not started
December 31, 2022
A
27 days
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More examples

Goals examples

NameStatusImportance
πŸ“š
Read 5 financial books
Not started
A
Be on the Forbes list
Not started
C
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Read 5 books on investments
Not started
A
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Find suitable financial instruments for me
Not started
B
Invest $10k in crypto
Not started
C
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Watch 10 videos on how to create additional income
Not started
B

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Habits tracker

NameGOALTimeRelated goals
πŸ’Έ
Track of my spending
7 days/week
10 min.
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More examples

Habits examples

NameGOALTime
πŸ“–
Learn 20 min a day about investing
2 days/week
20 min.
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Personal accounting
1 days/week
10 min.
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Investment review
1 days/week
60 min.

Vision

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Example
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Write in the past tense, your vision of the best possible results in 12 months from now as if this has already happened. Example: I reached a passive income of $10k a month which allows me to invest in learning and experimenting. This is the first step towards achieving a net worth of $1million in 3 years.
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Why do I want this

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Example
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Why does my vision matter to me? What will I get and how will I feel when I’m there? Example: Financial freedom will provide an opportunity to fully enjoy life, meet new interesting people, and invest in areas I care about (ocean clean-up, crypto, healthy food production). Overall I will be more happy as I will have more security and will be able to help my family.
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Your next step ➑️ Life Area: Personal Development ⬅️