Goals

Goal Setting

Planning Your
Next Chapter

The best financial advice doesn’t start with numbers—it starts with understanding what’s most important to you.

A short message from Sam

This short exercise is designed to help me better understand what matters most to you, what’s on your mind, and what you’d like your money to make possible in the next chapter of your life.

Your answers will help me tailor our advice to what matters most to you and ensure we spend our time together focusing on what matters most to you.

This worksheet is designed to help you reflect on:

  • What matters most to you
  • What you’d like your money to make possible
  • The decisions or uncertainties you’re currently facing
  • How confident you feel about your financial future

You don’t need to write a lot—short notes or bullet points are more than enough.

Download: Planning Your Next Chapter Worksheet

What to do next

  • Set aside around 20-30 minutes when you won’t be interrupted.
  • Work through the questions at your own pace.
  • Upload the completed ‘Planning Your Next Chapter’ worksheet.
Upload Worksheet

Once you’ve uploaded the worksheet, you’re all set.

I’ll review your responses before we meet so we can spend our time together focusing on what matters most to you.

— Sam