SAMPLE PLANNING AND ACTION TEMPLATE

This is the template I recommend (see Figure A-1).

It serves two major functions:

1.It gives you a structure/framework for imagination, thinking, and action.

2.It gives you a new way to plan your future that will form, when used regularly, a method of “seeing” your future and the plan for it.

Here are some recommendations to help you take maximum advantage of the Planning and Action Template:

1.Don’t do it alone. You can, of course, begin on your own, but regular reality checks—to solicit opinions and simply hear yourself talk your way through it—will be essential. Use the guidelines I cited earlier in the book to help you select someone to be your sounding board and/or use a nonfinancial professional advisor. ...

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