Plan Description, Objectives, and Overview - Ep. 6 Creating Your Plan to Financial Independence

Hi everyone, welcome back. In this video we’re writing up our plan description, objectives, and goal overview. Now, we are starting to put together the first few pages of our plan with a path to financial independence.

So far, we’ve created goals and business models that are going to help us reach that main goal of financial independence. Now that we have these on paper in our workbook, lets take a step back and write up the first few pages of our plan. I’ve created a worksheet with instructions and examples to help with this process.

The plan description provides an overview of key aspects about your plan, like what your plan is about and what you plan to do. When writing this ask yourself what, when, why, how?

The plan objectives are a written overview that articulates your strategy for obtaining your goals. This is what you are committed to do in order to reach financial independence.

The plan overview breaks down you plan structure and provides visualization to the form of the plan. It creates an overview of your different business models and main goals.

Thanks for watching!