Download - My Seven Year Plan Roy McDonald
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Our Mission is to make a positive financial difference to our clients over the medium to long term and help them to bring balance to their lives. http://Roy-Mcdonald.net
http://onelife.com.au
MY SEVEN YEAR PLAN
Name: ____________________________ Date: ___________
BEGIN WITH THE END IN MIND. GO STRAIGHT TO THE YEAR 2015/2016 AND FILL IT IN, THEN GO BACK AND WORK BACKWARDS TO TODAY. DON’T LEAVE ANY SPACES, THEN PHOTOCOPY AND BRING IT IN TO SHOW
YOUR INTERNAL CONSULTANT.
2010/2011 2011/2012 2012/2013 2013/2014 2014/2015 2015/2016 2016/2017
Health
Family /
Relationships
Children
Personal
Residence
5 Forms of
Income
Business &
Career
Investments -Equities, Shares,
Property
Intellectual
Social
Spiritual
Other …