9. Values
• What makes you tick, creates resonance, what’s
important/essential, creates fulfillment
• Not morals or principals
• Direct actions to honor values (versus easy way,
minimizing discomfort, financial only decisions, self-
sabotage, dissonance)
• Spirituality, Balance, Freedom, Independence, Family,
Order, Creativity, Love, Equality, Justice, Pleasure, Fun,
Adventure, Curiosity, Wisdom, Learning, Responsibility,
Nature, Security, Respect, Health, Wealth, Community,
Belonging, Friendship, Peace, Honesty, Beauty,
Tradition, Variety, Ambition, Spontaneity
10. Vision Starters
• What traits describe your future self?
• Where do you live?
• What are your hobbies?
• Who do you admire? Who’s in your circle?
• What’s the tempo of your day?
• What’s on your bucket list?
• How much money do you make? Donate? Invest?
• What resources are at your disposal?
• How do you spend your days?
• What is the greatest personal achievement that you can imagine?
• How do you refuel? (mentally/emotionally/spiritually/physically)
• As you look around, what evidence do you see of your
accomplishments?
• What values are reflected in what you see?
• What are you grateful for?
• What rituals or habits have your created?
• How would you explain success to people?
• What services/value do you bring to the world?
11. *Please Note
• Shun judgement
• Think outside the box (not realistic)
• 10x ideas
• Notice resistance
• Written in present tense
• Associated vs. Disassociated Views
14. Final Thoughts
• What GOALS pop out from your vision?
– What actions become obvious
• Vision vs. Visualization
• Finance your dreams! Redirect $
15. Next steps…
• DREAM!
• Find 3 new goals that would create
significance in your life.
• What currencies would you redirect to your
goal?
• Write your Vision statement
• Create a Vision Board
19. Not bad !
Ex. Do cardio exercise 4
days per week for 40
minutes each morning
between Jan 1- Jan 21.
(calendar)
20. Committed !!
Ex. I model the benefits of fitness for my son. I have
the energy to enjoy playing & engaging with him to
create fun experiences so he knows he is loved &
appreciated. I maintain my health so I am not a
burden to him.
• I choose to do my cardio exercise 4 days per week as soon as I wake for
at least 40 minutes.
• My clothes and shoes are next to my bed.
• I have my work out days scheduled in my calendar.
• My alarm is scheduled for 5:30am
Editor's Notes
Strategic => Moves you towards you vision
Measure your Results AND Performance – break down into milestones
Actionable => Are the tactics in your circle of control
Affordable => Are you really willing to pay the price? Last 5 lb may not be worth it
Rewarding => Aligned with values
Time-write it as if it were true “I weigh 125 pounds”
Leverage –goals cannot work against each other. Harder if you don’t have skill set
You – are your most important roles addressed? Need for balance
Ensure that the goals work together. If you want to save money for a down payment for a new house and you also want to travel on a first class two week vacation to France. Those two goals are not compatible unless you have large amounts of discretionary income coming in.
