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Chapter 1: Where Are You Going and How Will You Get There?

  • Template for Minimum Financial Needs Chart: PDF | Excel
  • Template for Personal Needs Chart: PDF | Excel
  • Template for Moving Expenses: PDF | Excel
  • Template for Goals and Action Planning: PDF | Excel
  • Template for 5-year Plan: PDF | Excel

Sample Vision Boards:


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Click here to download the image


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Click here to download the image

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Click here to download the image