Consider the things that are important to you and the things you would like to keep when we “Go Back” after Lockdown.
- Imagine you have only another 6 months to fit in all the things that you want to do. Dream BIG.
- Think of everything, then narrow it down and pull out the 3 most important ones.
- These 3 things are the building blocks of your Life Story and your money underpins Your Story.
What was money like growing up? How do you feel about money?
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How did you spend your pocket money or birthday money?
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What is on your bucket list?
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Who would you like to spend time with & where? (Home/away/quiet/noisy)
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What have you always wanted to do, but never had the time?
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Where do you want to live in retirement?
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How often do you want to go on holiday/trips and where do you want to go?
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How many hours (if any) do you want to work each week? And How?
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What would you like more/less of in your life?
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What hobbies and activities do you enjoy?
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Your Priorities
Now that you have completed the questions above, using the answers you have given, think about your priorities and narrow it down to your top 3.
Next have a think about how much these things might cost, over a month, a year or even your lifetime.
Priority 1 ……………………………………………………..…………………………………………….…
Cost ………………
Priority 2 ……………………………………………………..……………………………………………….
Cost ………………
Priority 3 ……………………………………………………..……………………………………………….
Cost ………………
Final Questions!
Want to find out what this all means? And how you could achieve it?
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The Spring Budget 2020