The purpose of evaluating your financial life is to have a clear picture of where you are now, where you want to be, and to set out a plan of action that you would like to try. Use your Crossroads Ultimate Planner or your journal that you are tracking your Crossroads Journey in.
Your financial life area includes:
- How you make your money:
- Business
- Job
- Occupation
- Investments/savings
- Any other ways that money comes to you.
- What do you do with your money once you have received it?
- Your Investments/savings
- Debt repayments/plan for your debt repayment
- Retirement fund
- Spending money
- Entertainment
- Other actions you take with your money.
Your current Financial Life Area
First, you will want to get an idea of how you currently handle your financial life area.
- What does your current financial life look like?
- How do you feel about your current financial life?
- What actions do you currently take in your financial life?
- What are the consequences of the action you are currently taking in your financial life?
Your future financial life area
Next, you will look at what you would like to change:
- What do you want your financial life to look like?
- What are your thoughts and feelings about the changes that you want to make in your financial life?
- What actions do you want to take instead of the ones that you currently take?
- What are the consequences of these new actions?
Trial plan of action for your financial life area
Now that you know what your financial life currently looks like and what you want it to look like in the future. It is time to create an action plan to help you get to where you want your financial life to be in the future. This trial should have a timeframe of three months or less.
- What is the path you are going to trial?
- How long is the trial period? Set a date and put it into your diary.
- What is the focus of the trial path?
- What does success look like?
- What action steps do you need to take? Give them deadlines.
- What tools and resources do you already have?
- What tools and resources do you need?
- What are your first three action steps?
Remember to add the action steps to your diary or planner, and track your actions in the weekly tracking. And most importantly, start taking action.
If you are feeling overwhelmed and at a crossroads in life, book in for a Goal Investigation Session or purchase a WhatsApp Goal Investigation Support Pack.
















