Evaluating Your Needs, Wants, and Dreams

Discovery Resource # E-14
Resource Topic: Life, Money, and Career Priorities
Planning Tools: Exercise
Career Phase: Discover
Description: Lessons Learned: Avoiding financial pitfalls
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Start your career with the financial clarity you need to ensure sucess and the ability to enjoy the quality of life you desire.
  • Utilizing financial life buckets to categorize by needs, wants or dreams.
  • Identify and/or select financial dealings and interests and assign them to one of the finanical life buckets.
  • Assign a time frame to items in each financial life bucket (i.e, short, medium or long term)
  • Assess their financial life buckets and develop strategies and plans to support their financial priorities.