Step #3: Setting Wealth Goals - Recap Quiz! Copy

First and Last Name

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What are three goal setting strategies that you have learned and will apply when goal setting?

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Why is this goal important to you?

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Why is the answer above important to you?

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Realistically, how many years will it take to get there?

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Numerically, what is your wealth goal or monthly residual income goal? This is the amount needed to be able to do what you love while your necessary expenses are covered to fulfill this goal.

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What are your limiting beliefs and obstacles that you must overcome to get to your goal? List at least 3.

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What actions and steps will you take to overcome the obstacles listed above? Who do you need to talk to or what skills must you learn, etc?

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What habits will you build to make sure you stay on track with your goals?

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What was your biggest takeaway from this step?

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Step #3: Setting Wealth Goals – Recap Quiz! Copy

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