Download Your Workbook

Click to download your workbook before you start the lessons

Module 2: How much will I need?

When you're no longer running your business, knowing what you want to do with your time and resources is the basis for all your goals and plans.

Key Points

  • Your future lifestyle drives the budget you will need in the future.
  • Develop LIFE goals for investing your Labor, Influence, Finances, and Experience.
  • Your business can fund your future.
  • A Master Plan incorporates your business and personal goals.

Download the workbook for Module 2

You can use the workbook to take notes, and it also includes some assignments.

What do you want to do?

Watch this video to consider a holistic perspective for your future.

Key Takeaways

  • Your future budget needs to cover your desired lifestyle, the things you want to do, and a possible prize.
  • Investing your Labor, Influence, Finances, and Experience can yield a fulfilling new phase in your life after exiting your business.
  • Your business can fill the gap between your future financial needs and your current resources.
  • Your Master Plan pulls together your goals and plans for various periods in your life; the now, the post-business phase, and even after you pass.

Next Steps

  • If you haven't yet, please download the workbook for Module 2.
  • Complete the assignment in your workbook for lesson 1.
  • Take a moment to reflect on your successes so far, and the not-so-distant future rewards you are envisioning.
  • Move to the next lesson to consider opportunities for you to leave a legacy personally, and with your business.