💡 Tip 1: Don’t hold back here, it’s not yet the time to worry about how you’ll make it happen or if you’re being realistic or not, we’ll figure that stuff out later! Just let your imaginations and dreams run wild : "What would you do, day-to-day, if you had $100 million in the bank?”
💡 Tip 2: It may help you to think of stuff you dream of having (like material stuff), stuff you dream of being (like a great cook or fluent in Chinese), and stuff you dream of doing (like visiting Thailand)
1. What does look like for you?
Set a 15-30 minute timer to brainstorm, jot stuff down, or use sticky notes if that’s your thing!
ーーーーーーー [20 minute exercise] ーーーーーーー
Now, check out my examples below and then click this button to get started:
(just click this one button)
Enter your goal categories here
Enter your 10 year dream goals here
For reference : your dream goals, organized by category and person!
2. What does your day to day life look like?
Take a few more minutes to dive deeper into the details, really try to visualize a day in your 2030 dream life!
(just click this one button) Imagine a day in your 10 year dream life here!
3. Summary of large themes
Group the large themes of your dream life as we move forward. Keep it to 3-4 large themes.
4. Calculate your expenses
Based on what you wrote up here ☝️, let’s see what your expenses would look like in this dream scenario!
Just like you already did on the previous page for today’s expenses, do the same here for your projected expenses for your dream life in 10 years! You can start off by copying the monthly costs from today into the “Monthly Cost (10y)” column, then adjust the numbers and the sliders as needed. Feel free to add new line items as well! If there are items that are not relevant in 10 years, put the monthly cost to $0 but do not delete the row entirely!
Important note: Do not include mortgage, rent, or kid related costs here. You’ll have the ability to apply these automatically later on.
Input your expenses now! Expense category: you can choose how you want to categorize, just be consistent! Monthly Cost (today): how much you spend on that category each month, today Monthly Cost (10y): how much you’ll spend on that category each month, in 10 years Months valid per yr (10y): in case there are categories that only apply for part of the year, this column allows you to put in the number of months applicable per year Because we plan to spend 3 months each year traveling or living abroad, we added a row for “3 months summer travel” with a cost that is all inclusive - that row is only applicable for 3 months, hence the 3 in this column. All other rows except “Pet Stuff”, “Rent/Mortgage”, and “Health Care” are set to 9 months for the same reason.
“Rent out home” is only applicable for 2 months, since we’ll only rent out our home when we’re on our 3 month summer travel, and because we made an assumption that we’re only able to rent it out for 2 months out of 3.
Average Monthly (10y): a formula to calculate your average monthly cost Clarifying notes: any notes that help remind you of assumptions you’ve made Months valid per yr (10y)
👉 Done with your 10-year dream? Move on to:
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