3 – Daydream With Purpose

Where’s the destination of your financial journey? What are your aspirations? What is important to you? What do you want out of life? Dream big! Embrace the journey!

Take Action:

  • Write down your short-term and long-term goals.


We’re all on a financial journey, but don’t believe what you see on television or the internet. There’s no need to keep up with the Kardashians (or the Jones’s for the older readers). The media is trying to sell you something by painting a distorted picture of financial success. Have realistic expectations—ones that reflect your values.

You can establish the standards that define the experience most satisfying to you, the measures which determine your idea of financial success. There’s certainly nothing wrong with being wealthy, but money is not the only measurement of a satisfying lifestyle.

Rather than partying with the “beautiful people,” you might have other ideas of how to value your time and expend your energies. Are you raising a family? Aren’t they the center of the universe? You might also like volunteering in your local community by working for an environmental, social, or political cause. Is it important to be active at your place of worship? How about simply spending quality time with family and friends? Perhaps you like participating in outdoor activities, traveling, working in your garden, having the leisure to read, learning how to paint or to play the piano. There are countless ways to define your financial success. The only constraint is your imagination.

Without goals clearly defined, the odds of you enjoying your financial journey are greatly reduced.