Clear, Specific & Measurable Goals

5 Financial Dreams: Know what the numbers are. Ignite the game with excitement. Own your 3 to Thrive.

The most important decision you're ever going to make. You have created an asset allocation plan where you've decided a fixed percent of your assets to place in each bucket in order to maximize opportunities and protection.

Bonus: Do you know the exact numbers in cash and percentages for each bucket?

You have created a core, conservative financial plan with clear deadlines for the achievement of your financial dreams.

Jackpot: The power of absolute certainty.

You have a plan to manage/protect your investment taxes in order to be certain in your ability to secure your financial freedom and/or retirement. You have a plan to legally eliminate or reduce taxes on your retirement plan-and as a result lower the critical mass number needed to achieve financial security, independence, or freedom.

Bonus: Massive acceleration on the tempo of achievement.

You have a clear vision of what to look for, and look out for in terms of inflation and deflation as well as clear strategies to take advantage of either. You know how to protect yourself and/or take advantage of either of these economic conditions.

Bonus: You think like an investor/banker, not a consumer.

You constantly update and determine the best vehicles that can give you maximum protection and or maximum growth in the current financial "season." Your research, knowledge and skill give you not only a significant but a giant potential advantage in the investment landscape.

Key: You know the risk/rewards and which "bucket" each investment is most appropriate for.

You have secured the income you need for life and own a system that will ensure you never run out of money in your lifetime. Your income plan has diversity, and maximizes the available protections so that you will have the income you need no matter how long you live.

You own yourself with a sense of certainty that you can win no matter what. You know that you are a creator of wealth not just a manager. You have mastered your moods/emotions and can shift to create a greater quality of life in a moments notice. Your core state is one of appreciation, gratitude and joy. You consistently do this and know your own patterns as well as other key people in your life. Bonus: You have used the Mood meter and have a dozen or more skills that create new habits and ever increasing joy.

You continue to schedule, review and update the system of expanding your current economic wellbeing, your current psychological skills & advantages, your current sophistication, and your current execution.

Key: Measure consistently in a timely fashion so you can make improvements on anything that's not keeping you on the financial course you've committed to.

You are truly wealthy because you find a way to relish each and every moment. You live in a state of appreciation instead of expectation. You're always looking for ways to add value to everyone around you. You are wealthy and yet you also are constantly finding more ways to not only enjoy the moment but to create a better tomorrow for yourself and others. You savor and anticipate what's coming while you take massive action to convert your financial dreams, goals and rewards into the lifestyle you live.

You're constantly growing and you have compelling plans with clear timing and you've learned to reward yourself with jackpots along the way that pull you forward and constantly excite you and those you love and serve.