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PRIORITIZE EACH GOAL
1 .

2 .

3 .

CALCULATE GOAL INVESTMENT PLAN

1. GOAL NO. 1
TIME REQUIRED TO REACH GOAL :
TOTAL COST TO REACH GOAL :
RATE OF RETURN :
MONTHLY INVESTMENT REQUIRED .

2. GOAL NO. 2
TIME REQUIRED TO REACH GOAL :
TOTAL COST TO REACH GOAL :
RATE OF RETURN :
MONTHLY INVESTMENT REQUIRED .
3. GOAL NO. 3
TIME REQUIRED TO REACH GOAL :
TOTAL COST TO REACH GOAL :
RATE OF RETURN :
MONTHLY INVESTMENT REQUIRED .

At this point, you have your financial goals, the priority of those goals, and how much cash it would take each
month to make those goals come true. Let me assure you that there is every reason to believe you can do this. We’re
just going to do it—then you’ll believe it.
With your Financial Baseline clarified, and your Freedom Day defined, you should answer Question 7: “What
skills do you use to make money?” Add this to your Financial Baseline under Skill Set, as we did in the case studies.
Now you’re ready to lead your wealth.

The CEO of your life …