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Achieving Your Financial GoalsDeveloping Precise Goals, Strategies, Tactics and Timelines
By John Assaraf, New York Times Bestselling Author
PART
3
Acheiving Your Financial Goals PART 3
2 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
Step 1: Set Your Financial GoalsShort Term – Achieve By: Long Term – Achieve By:
Yearly Revenue ( Business ) $ $
Net Income ( Business ) $ $
Personal Income $ $
Savings for:
• Car
• House
• College Fund
• Retirement
• Other
$ $
Investment Income $ $
Net Worth $ $
Pay off Credit Card/Debts Date: Date:
Debt Free Day By When Date:
Acheiving Your Financial Goals PART 3
3 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
Set Your Top Non Financial GoalsShort Term – Achieve By: Long Term – Achieve By:
1. Weight - Release ___ lbs.
2. Travel To:
3.
4.
5.
6.
7.
8.
Acheiving Your Financial Goals PART 3
4 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
Acheiving Your Financial Goals PART 3
5 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
Step 2: Developing the Strategies, Tactics &Timelines for Achieving Your Goals
Strategy
WHAT IS To Be Done
Tactics
A Simple Plan on HOW to Achieve Each Strategy
Timelines
By WHEN and By WHO?
Here Are Your Choices
• Do It Yourself
• Get Help Doing It
• Get It Done For You
• Don’t Do It
• Pray & Hope It Happens or
• Bitch, Complain, Be Miserable & Frustrated
Outsource, Hire, Barter
Or Partner
Acheiving Your Financial Goals PART 3
6 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
Example 1 – If You Want To Increase Your Business Revenue
1. Goal: Increase My Business Revenue By 50% Within 12 months
2. Strategies: Increase Leads using
• Social Media Marketing / Blog
• Client Referral Program
• Facebook Ads
3. Tactics:
• Write Four Blog Articles A Month With Proper Keywords For Our Website
• Send Email To My Friends to Read & Distribute + Post On Facebook
• Buy Facebook ads that drive people to blog
• Offer Every Client A Free Treatment For Each Referral
4. Timelines and Responsibilities
These Strategies & Tactics Will Be Complete By ______________
• Who is Accountable To Ensure It All Gets Done: ME
• Who Is Responsible:
• My SEO Guy for Keywords - Or Find Help On Elance.com
• My Website Manager for Posting On Blog
• I Will Research and Write The Blog
• I Will Create The Ads And Manage Them
Acheiving Your Financial Goals PART 3
7 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
Example 2 – Want To Earn More As An Employee
1. Goal: Increase my Income By 10% Within 6 months
2. Strategy:
• Freelance - Offering My Services
• Invest X% Of My Money In The Stock Market
3. Tactics and Timelines:
• Research What Is The Best Way To Offer My Writing Services Online By Googling and Also Researching Fiverr.com & Elance.com By ________
• Find & Call 3 Reputable Brokerage Firms & Ask For Advice On Stock Market Investing By __________
• Watch 5 Pillars Of Financial Success To Upgrade My Knowledge & Skills By____________
Acheiving Your Financial Goals PART 3
8 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
Example 3 - Get In Shape
1. Goal: Release and Keep off – 15 lbs.
2. Top 3 Strategies (What)
1. Reset My Weight Set Point and Upgrade My Skills
2. Exercise 5 Days A Week
3. Eat Balanced Whole Foods With The Right Amount Of Total Calories I Need
3. Tactics and Timelines
• Buy NeuroGym’s Winning The Game of Weight Loss Program By ______ And Listen To Daily Upon Waking And Watch The Training Videos
• Walk 30 Minutes Every Monday, Wednesday, Friday at 7AM
• Hike On Tuesday’s and Saturdays At 7:30 AM With Mary
• Hire A Nutritionist To Help Me Determine The Best Foods And The Amount Of Calories I Need To Eat Daily - Do By _______
• Take 1 Hour A Week To Plan My Meals
• Take 30 Minutes A Day To Cook
• Review Progress Every Sunday Night At 7:30 PM
Acheiving Your Financial Goals PART 3
9 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
Workbook Exercise
My Top 3 Financial Goals:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Why Must I Achieve These Goals:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Acheiving Your Financial Goals PART 3
10 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
My Strategies For Achieving Each Goal:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
Acheiving Your Financial Goals PART 3
11 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
3 Tactics For Each Strategy:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
Acheiving Your Financial Goals PART 3
12 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
3 Obstacles That May Hinder Getting My Strategies and Tactics Completed:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
My Plan To Overcome Each Obstacle:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Acheiving Your Financial Goals PART 3
13 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
Workbook Exercise
My Top 3 Non Financial Goals:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Why Must I Achieve These Goals:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Acheiving Your Financial Goals PART 3
14 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
My Strategies For Achieving Each Goal:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
Acheiving Your Financial Goals PART 3
15 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
3 Tactics For Each Strategy:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Deadline:__________________
Acheiving Your Financial Goals PART 3
16 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
3 Obstacles That May Hinder Getting My Strategies and Tactics Completed:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
My Plan To Overcome Each Obstacle:
1) __________________________________________________________________________________________________
2) __________________________________________________________________________________________________
3) __________________________________________________________________________________________________
Acheiving Your Financial Goals PART 3
17 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.
Creating Timelines
2 Type of Timelines:• Getting Stuff Done Timelines
• Review Timelines
Download This Template In The Resources Section
Acheiving Your Financial Goals PART 3
18 Copyright © 2010-2015 NeuroGym, LLC. All Rights Reserved.