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 passionately believe that in order to live a life of fulfillment and joy, we must genuinely serve each other in any way possible. I found my mission in life to serve others via financial planning. Anna regularly writes about personal finance. Her work appears on Business Insider, Nasdaq, Nerdwallet, among others. Anna is the creator of Money Flow system.

Get Started with Anna

Stay updated on future articles, shows, and podcasts