Wealth Generation Insights

Enjoy wealth generation with a vision plan!

What is Your Vision Plan?

As a wealth generation coach, I recommend that you set a date for your own “Vision Day.” A Vision Day is a 24-hour period of reflection, relaxation, dreaming, and planning where you mull over your current year’s achievements and set goals for the new year for both your personal and professional life. It’s a practice that I love to use to find clarity and direction for my life.

In this article, I’ll share what to do on Vision Day and how I make it easy.

On your selected Vision Day, turn off your phone and find a location that is inspiring without distractions. You want an environment where you can envision the life you want to live in vivid detail.

Whether it’s wealth generation, personal goals, or something else, focus on areas that are important to you.

I want my business to grow by a certain percentage each year, but I also want a full and fulfilling personal life. Therefore, I set personal goals in the following areas: faith, family, fitness, health, personal development, home life, charity, travel.

I also set 4–6 primary business goals. Your priorities will revolve around what is important to you. It’s important to give yourself enough time to meditate and create a clear picture of your ideal future. So, I don’t forget ideas as they swirl around my mind, I’ll jot them down on a piece of paper.

Envision your future in as much detail as you can. For example, when I envision a 16-mile hike in the Appalachians, I focus on what it feels like to have accomplished that goal, the beauty of the old mountains and smells along the way. These are my “feel-good” motivators that help me stay on track of my goals.

Once I am done thinking and dreaming, I start to write down my goals and organize my plan in one of the two Vision Day templates I created for myself.

The first template creates a framework that helps me visualize my “12-month,” “1–10 year,” and “next 10-year” plans for my life and

Dream of wealth generation
Do you dream of wealth generation, travel, time to yourself…?

my company. It’s amazing how putting the ideas on paper not only provides clarity, but also often reveals challenges and conflicts between goals.

This process includes my business (or professional) goals, and I often find that I am trying to put 2,000 minutes in a 1,440-minute day. So, now I have to select the most important and effective objectives. The second template makes this easy, and I will explain how you can get your free template in a minute.

Your primary business and personal goals should be broad and push you to excel. Whether it’s wealth generation, having more free time to spend with family members, or something else, the objectives set under each goal help define the goal with actionable and measurable steps. Then each objective will have several strategies on how to reach the objective.

Finally, under each strategy, list several tactics or actions steps you’ll need to take to fulfill each strategy.

Your Vision Plan is your road map for the year. It lets you know what you should be working on and when. If used correctly, it will help you say “no” to things that do not fit your objectives. Charting each goal, objective, strategy, and tasks/action steps makes them easy to track and evaluate.

You may find some strategies aren’t working. Scrap them and focus on the other strategies or try a new one. The process also makes delegating simpler, and it can provide a clear performance measure for each team member. Most likely you will find that one day is not enough time to complete your Vision Plan, but you will be far enough along to complete it in the week to come.

After a year where many surprises made many of us feel helpless, you will appreciate how invaluable this process is for recovering in a happy and prosperous way.

I believe this so strongly that I’m happy to give you my ACTION STEPS template for free! It’s easy to use and you can personalize it to your situation.

To get the free template go to DLJTaxServices.com/VDtemplate21.

For more hands-on direction, wealth generation coaching or if you want someone to help lead your team in the process, call me to book an appointment at 920-944-6020 or 678-491-9744.