Vision Worksheet: Building Your Financial Legacy

[The worksheet is available when you download the course.]

This worksheet is the foundation of your financial legacy journey.

Your vision provides direction, purpose, and identity for financial decisions.

Take time to reflect deeply, and answer honestly.

Your vision will evolve over time.

Section 1: Clarify Your Legacy

1. What are three core values you want to pass down to your family or loved ones?

  • (Example: Generosity, independence, perseverance)

2. What do you want to be remembered for?

  • (Example: “I want to be remembered as someone who provided opportunities for others and created a lasting financial legacy.”)

3. What is one thing you want your financial legacy to accomplish?

  • (Example: Helping my children graduate college debt-free or supporting a community cause.)

Section 2: Define Your Goals

1. What impact do you want to have made in 1, 5, and 20 years?

  • 1 Year:

  • 5 Years:

  • 20 Years:

2. What does financial freedom mean to you?

  • (Example: “Having the ability to make life decisions without being constrained by finances.”)

3. What is one financial milestone you want to achieve within the next year?

  • (Example: Paying off $10,000 in debt or saving $5,000 in an emergency fund.)

Section 3: Align Your Actions

1. What brings you the most joy and fulfillment in life?

  • (Example: Spending time with family, traveling, or giving back to the community.)

2. How can you align your financial decisions with these sources of joy and fulfillment?

  • (Example: Allocating a portion of your budget to travel or giving to charity.)

3. What habits or behaviors do you need to change to align with your vision?

  • (Example: Reducing impulse spending or automating savings.)

Section 4: Learn from the Past

1. What financial or personal obstacles have you faced that you want your loved ones to avoid?

  • (Example: Credit card debt, lack of savings, or poor financial literacy.)

2. What lessons have you learned from these experiences?

  • (Example: The importance of budgeting or avoiding high-interest debt.)

3. How can you use these lessons to guide your financial decisions moving forward?

  • (Example: Prioritizing an emergency fund or teaching your children about money.)

Section 5: Create Your Vision Statement

Summarize your vision in 2–3 sentences.

(Example: “My vision is to create a financial legacy that empowers my family to pursue their dreams without financial stress. I want to instill the values of responsibility, generosity, and independence while making a positive impact on my community.”)

Section 6: Break It Down Into SMART Goals

Set three SMART goals to support your vision.

(Example:)

  • Goal 1: Save $5,000 for an emergency fund within 6 months.

  • Goal 2: Pay off $10,000 in high-interest debt in 12 months.

  • Goal 3: Invest $200 monthly in a diversified portfolio for long-term growth.

Section 7: Next Steps

Step 1: Commit to your vision. Review it regularly and adjust as needed.

Step 2: Use this vision to guide the next steps in the 5 Steps to Build Financial Legacy guide.

Step 3: Share your vision with an accountability partner, such as a spouse, mentor, or coach.

Lastly, if you found this worksheet helpful and want more support in building your financial legacy, let’s take the next step together.

Sign up for my free 5 Steps to Build Financial Legacy course [link] or schedule a one-on-one call [link] where we’ll create a customized plan to ensure your financial legacy aligns with your vision.

Together, we’ll build a future rooted in clarity, purpose, and lasting impact.

Timothy Cortez

Financial Advisor, Educator, and Life Coach

License #4385893

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