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WORKSHEET #2
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Goal Setting: Turning Your Vision into Reality
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WORKSHEET 2 INSTRUCTIONS: There are four areas of your life where you should set goals. Relationships, Self, Health and Wealth/Work. In each of these areas you should have 1-2 goals with a total of 4-8 goals overall. You will use the goal setting template below. You can print this to handwrite your goals or simply type on this document.
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Fill out the goal setting template for 1-2 relationship goals.
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RELATIONSHIPS
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Regardless of how much (or how little) you value relationships, it is proven that they are a foundational part of happiness and fulfillment. Whether you look at “Maslow's Hierarchy of Needs” or the worldwide bestseller “The Purpose Driven Life” or anything written by Tony Robbins, experts agree that relationships are an important part of filling the hole in our lives that we try to fill with money, status and material things. While those may still play a role, without healthy relationships, having the mental energy and the complete “you” working toward your life goals is impossible.

What relationship do you need to keep front and center in your life? Can you make it a higher priority? The highest in your life?
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SELF
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Self goals are about growth, impact, or fun. This is about you. You can reference most any expert or bestselling book on the topic and you’ll find that personal growth is a fundamental need to reach fulfillment. Further, making an impact (volunteering, philanthropy, or otherwise) serves not only those on the receiving end but the person making the impact. Finally, fun is self-explanatory. What do you enjoy doing that you want to make a priority in your life?

Growth, Impact, or Fun.
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HEALTH
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When you begin to research successful people- from the high profile ones whose names we all recognize to the
people living in the multi-million-dollar homes across town- a common trait is that they have healthy habits.
There are plenty who don’t but the ones who are happiest, most eager, most energized and most fulfilled tend to
be more healthy. When I learned that Richard Branson, maybe the poster child for all of the superlatives in the
prior sentence, exercises daily while overseeing an empire of hundreds of businesses and tens of thousands of
employees across the planet, I knew I had no excuses. No more, “I’ll exercise when I just get this next part of my
life in order” or “I don’t have time.”

What area of your health do you need to work on most? What goals can you set for yourself in this area?
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WEALTH
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The problem with so many goal setting methods is that they want to put wealth/work goals first. Making more money, having the bigger house, driving the luxury car, etc. And the problem with many people who actually get their wealth/work goal without the others is that they realize they’ve sacrificed their relationships, self and health along the way and can’t enjoy their wealth/work. I believe that money can buy happiness but only after you’ve gotten the other parts right. Once the most important relationships in your life are your highest priority, when you feel like you are growing as a person and when you feel healthy then and only then can money buy happiness. You can lose it all and have the remaining three and remain fulfilled. Wealth/work goals are exciting and, when placed in the proper perspective with the others, can drive you out of bed early in the morning and drive you to overcome obstacles you once thought impossible. These should relate to your values. Wealth/work can help you plan for your children’s education, spend quality time with family, help your aging parents or even to do something as simple as be able to afford a dog.

How much money do you want to make? What do you want to achieve professionally?
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