Financial Goals Review for 2018

financial goals review

Financial Goals Review for 2018

What is the Money Date? A weekly time to check in. 3 things we review and update: 
1. Spending
 2. Earning
 3. Savings

2 months left in 2018. Think back to what you said you are going to do at the beginning of the year. Here’s a Daily Juice episode I recorded in January which helps you set your goals the proper way.

Here is the formula I used (learned from Grant Cardone).

Take out a sheet of paper:

  • Divide it into 7 columns
  • Label each column the following: Income, Wealth, Physical, Spiritual, Familial, Recreational & Professional.
  • In each column write your current goals. Just as you see them.
  • Duplicate this exact outline on the new sheet of paper and now in each column write what would your life look like of you 10x everything.
  • Next, duplicate the same outline and write down what are you going to do to.
  • Give up the bad habits and what you will have to Learn (courses to take, books to read, acquire new skills, etc.) up to achieve your 10 goals.
  • Finally, the most important ingredient (think of it as a glue) for everything to work is commitment. Promise yourself that you will not give up. Promise yourself, that what you said you will do. Yourself no one else.


Anna Sergunina
Anna Sergunina

I'm Anna Sergunina, CFP®, President & CEO at MainStreet Financial Planning, Inc. My passion lies in serving others through financial planning, helping clients achieve their dreams like buying a home, saving for education, or retiring early. With over two decades in the industry and a CFP designation since 2009, I'm dedicated to excellence and continuous growth. Beyond work, I cherish moments with my son Liam, prioritize self-care, and engage in content creation for my Money Boss Parent Podcast and Money Library blog.

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