Welcome to the Deliberately Wealthy Club


This 10 Step Goal Guide is simple. We recommend that you follow these steps as you complete the Goal Worksheet…

  1. Find a place to complete the goal activity where interruptions will be minimal. You don’t have to complete at once, your edits will be saved as you progress. We recommend that you take at least an extra day before you complete it so you would have a chance to strategize before putting down the goals.
  2. You may complete this by yourself or in tandem with a friend, family member, spouse, child or other loved one. We recommend that if you do the latter, you each complete the worksheets individually and then share afterwards.
  3. Read and complete each of the 10 sections below. We encourage you to expand upon the goal categories listed below – what we’ve provided is by no means an all-inclusive list to approaching your own goals. This is a simple tool; remember that you are the guide to your own life. Take control and enjoy it!
  4. We’ve left three steps blank to provide for your personalized goals. Its okay if you don’t need them, it means we’ve covered all areas you are interested in.
  5. When you are finished, the blank worksheets at the end of the planner are there for the goals that need to be highlighted by themselves. Remember that you can always log in to the portal at any time to access this planner.

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