My Lifebook [Template]
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My Planner

It’s
September
! It’s
@Financial
month!

02_Financial.jpg
Financial
Month
September
Notes & Quotes
🔹 Premise — Replace limiting beliefs with empowering beliefs
Your Premise refers to the foundational beliefs you hold about this category. What do you believe? What deeply held beliefs are shaping your life? Are your beliefs empowering? Do they move you at a deep level or are they holding you back? What is your Premise for this area of your life, or what would you like it to be?
🔹 Vision — What I want my future to look like.
Your Vision refers to the ideal state you would like to achieve in this important category. Ask yourself: How do you want this area of your life to feel? What do you want it to look like? What do you want to be doing on a consistent basis? Clearly describe your ideal Vision.
🔹 Purpose — Why do I want this future? Strong purpose = no obstacles between us and our vision.
Your Purpose refers to the compelling reasons behind what you want in this category. What energizes you? What empowers you to take action? What motivates you to achieve your Vision? Describe WHY you want to make the most out of this area of your life.
🔹 Strategies — How will I get from where I am to where I want to be?
Your Strategy refers to the specific actions that will get you from where you are now to where you want to be. How will you bring your vision into reality? Ask yourself what kind of positive habits, attitudes and action steps you can implement. What’s the RECIPE for the Vision you want to create?
🔸 Related Strategies
Links to strategies and plans
Long term goals
This year (2021)
2022
2023
2024
2025
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Quarterly objectives
Q1 (Jan, Feb, Mar)
Q2 (Apr, May, Jun)
Q3 (Jul, Aug, Sep)
Q4 (Oct, Nov, Dec)
There are no rows in this table
Monthly objectives
Resources
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