Vision board app for financial advisors, property agents and sales reps
What do you want this job to pay for?
Write it down: the things you want, the person you want to be and where the next five years go. Then keep it one swipe from your targets for the weeks full of no's.
The Bucket List
- Take Mum to Japan
- School fees for both kids, set aside
- A month in Europe with no laptop
Add a dream...
Mission
I help families stop worrying about money, so mine never has to.
Six moments
The reasons behind the numbers, written down
01The things you want
Put what you want on a list you'll see.
The holiday, the flat, the school fees. Add each dream in a line and tick it off the day it happens.
- One line per dream
- A tick when it happens
- Crossed through when it's done, so you see how far you've come
The Bucket List
1 of 3 done
Everything you want to do, be, learn, create and experience.
- Take Mum to Japan
- School fees for both kids, set aside
- A month in Europe with no laptop
02Your why
Know what the work is for.
Say who you serve, what you give them and why. Add what success means to you, so a good month means more than a number.
- Your mission, in your words
- Your own idea of success
- A question on each section to get you going
03How you'll be remembered
Write what you'd want said about you at 100.
Picture the people at your 100th birthday and write what they'd say about you. If a blank box stops you, there's a new starter question each day.
- A new starter question each day
- Some days it asks about the day you almost quit
- No word count and no right answer
The Eulogy Method
Imagine you lived to 100. What would people say about your character and impact?
Your first truly great year is behind you. Write down what changed to make it happen.
04The next five years
Stuck? Sketch three ways the next five years could go.
The path you're on, a plan B, and the one you'd take if money weren't a factor. Seeing all three makes staying a choice.
- Where your current path leads
- What you'd do if it closed
- What you'd do with no money worries
Odyssey Plan
1 of 3 sketched
Three 5-10 year paths: current, alternative and radical.
Current Path
Where will you be in 5-10 years if you continue on your current trajectory?
05Three years out
Picture a normal Tuesday in the life you want.
Describe the workday and the Sunday you're working toward, three years from now, down to when you finish.
- When your ideal workday starts and ends
- Who you spend your ideal Sunday with
- Close enough to plan the next move
Future Calendar
Your perfect Tuesday and Sunday three years from now. Be specific.
Ideal TuesdayWorkday
Ideal SundayRest Day
06Beside your targets
See the target and the reason together.
Vision sits one swipe from your goals, so the reason is next to the number when a week goes badly. It's the same board on your phone and your laptop.
- Next to your goals
- Saved as you type
- On your phone and your laptop
And the rest
And the small stuff, handled.
The calls fund the life. Write the life down.
Start with the first thing on your list. One line.