Goals & Dreams
Workbook #5

First Name:

Last Name:

Email:

What is it that you really want more of in your life?
Time?Money?Travel?Helping People?

What’s really missing?

If you were to say one thing you that could have more of, what would that be?

What type of work do you do?

What is your title?

How long have you been doing it?

How much do you earn annually?

When was the last raise you received and how much was it for?

How much is the top salary you think you can can earn in your company?

Share three things you love about your work:

1.
2.
3.

Share three things that are important to you about what you do at work:

1.
2.
3.

Share three things that you hate about your work:

1.
2.
3.

How old are you now?

How much do you have saved for your retirement?

What age are you planning to retire?

Geographically speaking, where would you like to retire?

How much cash do you think you will need at retirement?

Are you on target for reaching your retirement goals?
YesNo

How much are you short?

Where are you currently saving/investing for your retirement?

Do you sometimes feel that you are gambling with your retirement by putting your money in the stock market?
YesNo

Would it be more comfortable if you got some guarantees such as never losing money & tax free income?
YesNo

Have you started saving for your son/daughter to go to college?
YesNo

Where are you saving now?

How much cash will you need after taxes to live the lifestyle you want in retirement?

What is the most important thing in your life?

Do you have Protection on the most important thing in your life?
YesNo

If money was no longer a concern to you, what would you be doing right now?

Would you change your career?
YesNo

Have you ever thought about owning your own business? YesNo

What are some of the reasons you want to be a business owner?

Have you ever passed up something, that later you wished you hadn’t?
YesNo

Why did you pass on it?

What are your goals now?

New Home?Pay Off Mortgage?Luxury Car or Boat?More Free Time?Educational Fund?Own Business?More Travel?Giving Back & Helping Others?

If you continue on the financial path that you're on now, how likely are you going to be able to succeed:
1 to 5 (1 = Never, 5 = 100%)

Share three financial goals you have, and be specific.

1. Short term (6 months to 2 years):

2. Medium term (5-10 years):

3. Long term (20-40 years):