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Written Goals

(This is an example of goals for someone in their early 20's)

Principal Thrust For Life: Enjoy life to the fullest with a balance across critical priorities/life elements.

A. Maintain excellent health to ensure a long and quality life with emphasis on:

  • exercise and lift weights 3 to 5 times a week to build muscle

  • eat a balanced diet, 1 vitamin per day, include calcium in diet

  • maintain a healthy weight (130 to 140lbs.)

  • no excessive personal risks to my health
B. Expand my diverse relationships that will inspire and enrich my life with emphasis on:
  • develop at least 2 mentors for work/personal growth

  • keep in touch with long distance relatives and friends

  • continue developing healthy relationship with significant other

  • spend quality time with family/friends, continue active/fun social life
C. Ensure that my chosen work provides a high level of passion and motivation while earning a reasonable income with empasis on:
  • gain knowledge, skills, and experience in my career with measureable feedback

  • explore new interests in marketing and finance
D. Create wealth by successfully investing to grow my earned income with emphasis on:
  • save 20% of my income for retirement or major purchases

  • learn how to successfully invest from Dad, esatblish 1 practice account

  • maximize my tax deferred savings, invest $2,000 into Roth IRA every year

  • develop a diverse portfolio, portions of my life financial plan

  • establish an emergency account (6 months of expenses)
E. Develop my spiritual philosophy to live a commendable life with emphasis on:
  • explore the diverse aspects and beliefs about spiritual thinking

  • confirm what I believe to teach my children in the future

  • establish spiritual support system for difficult times