Making Your Dreams Come True!
by Credit.com
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a printable version
Create a plan for making your financial dreams a reality! Use this worksheet to
set goals and outline a strategy for making your dreams come true. Start planning
today!
Step 1: Define your goals
The first step to making your dreams come true is defining
what you really want. Is it your goal to become a small business owner? To go back
to college? To save $100,000? To pay off your debts? To travel across Europe? Complete
a separate worksheet for each one of your dreams. Write down the basic outline of
your goal here:
Step 2: Evaluate your goal
Take a moment to really think about your goal. Consider your motivations and the
impact that this goal will have on your life. Talk to your spouse or family about
this dream. Answer the following questions:
Why do I want this?
______________________________________________________
When do I want this goal to be achieved?
______________________________________________________
How will this goal impact my life?
______________________________________________________
What are the positives?
______________________________________________________
What are the negatives?
______________________________________________________
What does my family think?
______________________________________________________
Step 3: Set your objectives
A goal is simply something that you would like to happen. Objectives are things
that you know you can accomplish to make your goal come true. Think about your dream:
what will it take to make it come true? For example, if your dream is to buy a vacation
home, your objectives would be to save for a down payment, research your options,
find a real estate agent, work with a lender, and finally buy the home. Write down
the basic objectives for your goal below:
Objective 1:______________________________________________
Objective 2:______________________________________________
Objective 3:______________________________________________
Objective 4:______________________________________________
Objective 5:______________________________________________
Step 4: Make a checklist
In this step, you should break down each one of your objectives
into specific actions. What exactly do you need to do for each step? When you break
down your goal into small pieces, it is easier to stay on track and accomplish your
objectives. Using the vacation home example from Step 3 and the first objective
to save a down payment, during this stage you would write down "Calculate how
much I need to save, open a savings account, and save $200 a month for 2 years."
Write down each step here:
| Objective 1 |
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| Step 1 |
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| Step 2 |
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| Step 3 |
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| Step 4 |
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| Step 5 |
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| Objective 2 |
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| Step 1 |
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| Step 2 |
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| Step 3 |
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| Step 4 |
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| Step 5 |
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| Objective 3 |
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| Step 1 |
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| Step 2 |
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| Step 3 |
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| Step 4 |
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| Step 5 |
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| Objective 4 |
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| Step 1 |
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| Step 2 |
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| Step 3 |
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| Step 4 |
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| Step 5 |
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| Objective 5 |
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| Step 1 |
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| Step 2 |
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| Step 3 |
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| Step 4 |
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| Step 5 |
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Step 5: Make it happen!
Put a copy of this worksheet up on your refrigerator and monitor your progress each
month. Now that you have broken your goal down into small steps, you should be able
to see some progress pretty quickly. You can redo this worksheet and modify your
objectives if something changes. Keep track of your progress each month until you
achieve your dreams!
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