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INSTRUCTIONS: Review the questions from each section below. You can answer the questions in your mind or you can use the space provide after each question to write out your thoughts.

Use “I am” and “I have” statements to respond to each question related to who you are in 5 years. Once you've answered the questions, take all the information, and combine it into one clear Vision Statement of who you are.

Your Vision Statement is due by 5pm. Submit it as a PDF file.

** NOTE - You are not required to answer all questions, they are to help you build your Vision Statement. **

What life do you envision for yourself 5 years down the road?

CAREER

What does your job/business look like?

How many weeks are you working throughout the year? I am How much money are you making annually in your job? I have How many hours are you working each week? I am

What awards or promotions have you received?

What major accomplishments have you completed?

NETWORK

What does your tribe look like? Who do you surround yourself with? What activities are you doing with them?

How do the people you surround yourself with contribute to your life and how are you contributing to theirs?

What events or masterminds are you going to and what are you looking forward to learning and improving in by attending them?

How often are you volunteering or donating (time or money) to charities and causes you’re passionate about?

RELATIONSHIP

What do your relationships look like with?

Your family, friends, spouse/partner, employees, colleagues, social circle

Who are your mentors?

Who are you mentoring?

Who do you need to meet or be around to achieve your 5 year vision?

WEALTH/FINANCES

How much money do you have available in your checking/savings account? How much money do you have in your retirement accounts?

What kind of retirement accounts are you investing in?

What is your current Net Worth?

How much passive income are you making from your investments? What are you investing in for passive income?

What skills or disciplines have you mastered to improve your wealth?

Do you have an estate plan, trust, or will to protect your wealth?

LIFESTYLE

What kind of car are you driving?

What kind of house are you living in? Where is it located? What does it look like inside?

How many weeks are you traveling? With whom? To where?

What bucket list adventures have you checked off?

What special gift(s) have you bought yourself or given to others?

What are you most looking forward to accomplishing in the coming years with your lifestyle goals?

HEALTH

What does your daily routine look like?

What is your ideal weight and body fat%? How often are you working out or exercising? What kind of activities are you doing?

Describe how you take care of your emotional wellness being?

Do you meditate? How often?

How are you managing your spiritual health or faith?

How does your body look and feel?

INSTRUCTIONS: Now that you have a clear picture and can visualize how you would like your dream life to look in 5 years’ time, take time to write out your vision in more detail. The clearer you see your vision, the easier it will be to make it a reality. Bring this vision to life by writing it out in story format as if it is already happening. Use “I am” and “I have” statements.

VISION STATMENT

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