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 …