Page 95 - Standard Workbook 8-27-18

TOPUCU Standard Workbook Goal Setting: Part 17

GOAL SETTING: PART 16 GOAL SETTING: PART 17

YOUR FINANCES & WORK LIFE YOUR FINANCES & WORK LIFE

PART 3: THE LONG-TERM PART 4: THE BHAG

Welcome to Goal Setting Part 16 of the 2. Why do you want to achieve the goal(s)? Welcome to Goal Setting Part 17 of the 2. Why do you want to achieve the goal(s)?
TOPUCU Finisher Program. Today we are TOPUCU Finisher Program. We are going
going to walk through the creation of to walk through the creation of a Big
Long-term Goals as it pertains to your Hairy Audacious Goal as it pertains to your
FINANCES and WORK LIFE. These are FINANCES and WORK LIFE. This is the
goals that take more planning, more ultimate vision of where you want to be.
discipline and more sacrifice. This goal is a reach and it will take a large
3. What specific actions will you take to amount of planning, discipline and sacrifice. 3. What specific actions will you take to
Review the S.M.A.R.T. Goal model and achieve the goal(s)? But remember, the BHAG can be attainable achieve the goal(s)?
complete the following worksheet.
if you use your Short-term, Mid-term and
Long-term goals as building blocks.

LONG-TERM FINANCIAL/WORK Review the S.M.A.R.T. Goal model and
LIFE GOAL(S): complete the following worksheet.
Time frame: 1 Year 4. What are you willing to give up to 4. What are you willing to give up to
achieve the goal(s)? achieve the goal(s)?
1. Write your goal(s) here: FINANCIAL/WORK LIFE

BHAG(S):
Time frame: YOU DECIDE!
1. Write your goal(s) here:

5. Are there resources (people, books, etc.) 5. Are there resources (people, books, etc.)
that can help you achieve the goal(s)? that can help you achieve the goal(s)?

6. What will your future be like if/when you 6. What will your future be like if/when you
achieve the goal(s)? achieve the goal(s)?

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