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Goal Brain Dump – A list of all you hope to accomplish
In this exercise, you will use an exercise called “brain dumping”. You will begin identifying all of your financial goals, regardless of size,
importance, cost, or time-frame. Simply open your mind and list them as you think of them. Putting goals in writing is the crucial first
step to achieving them someday.
Step 1: Simply open your mind and list every financial goal you have. We have provided space for up to 25 here, but feel free to write
more. There is no limit. You may only have 4 or 5 that really stand out in your mind, or you may have 50.
Step 2: After listing everything you can think of in column 1, go through the list and identify the goals that are short-term (S), mid-term
(M), and long-term (L). For our purposes, short-term is any goals you would like to accomplish in the next 12 months; mid-term goals are
those you’d like to accomplish in 1-5 years; and long-term are goals 5 or more years out, such as retirement, college education, etc.
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Do not worry about prioritizing your goals at this point. The key is to just write them all down, in any order they come to mind. The
worksheets following this will help you begin prioritizing them with their respective time-frames. By marking them now as short, mid-,
and long-term, the following worksheets will be much easier .
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© MyFinancialIndependenceCoach.com – 2009
Short-term (S) = less than 1 year
Mid-term (M) = 1-5 years
Long-term (L) = 5 or more years