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How has Life changed for You?

Consider the things that are important to you and the things you would like to keep when we “Go Back” after Lockdown.

  1. Imagine you have only another 6 months to fit in all the things that you want to do.    Dream BIG. 
  2. Think of everything, then narrow it down and pull out the 3 most important ones. 
  3. 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?

……………………………………………………………………………………………………….………….

How did you spend your pocket money or birthday money?

……………………………………………………………………………………………………….………….

What is on your bucket list?

……………………………………………………………………………………………………….………….

Who would you like to spend time with & where? (Home/away/quiet/noisy)

……………………………………………..……………………………………………………….………….

What have you always wanted to do, but never had the time?

……………………………………………………………………………………………………….………….

Where do you want to live in retirement?

……………………………………………………………………………………………………….………….

How often do you want to go on holiday/trips and where do you want to go?

……………………………………………..……………………………………………………….…………..

How many hours (if any) do you want to work each week? And How?

……………………………………………………………………………………………………….………….

What would you like more/less of in your life?

……………………………………………………..……………………………………………………….…..

What hobbies and activities do you enjoy?

……………………………………………………..……………………………………………………….…..

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?

Take the first small step and contact us

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01488 682890
enquiries@browndogfp.co.uk

 

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