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

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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

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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

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Acheiving Your Financial Goals PART 3

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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

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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

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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____________

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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

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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

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My Strategies For Achieving Each Goal:

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

Acheiving Your Financial Goals PART 3

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3 Tactics For Each Strategy:

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

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3 Obstacles That May Hinder Getting My Strategies and Tactics Completed:

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

My Plan To Overcome Each Obstacle:

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

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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

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My Strategies For Achieving Each Goal:

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

Acheiving Your Financial Goals PART 3

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3 Tactics For Each Strategy:

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

1) __________________________________________________________________________________________________

2) __________________________________________________________________________________________________

3) __________________________________________________________________________________________________

Deadline:__________________

Acheiving Your Financial Goals PART 3

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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

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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

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