Resource E-14 · Exercise
Evaluating Your Needs, Wants, and Dreams
Lessons Learned: Avoiding financial pitfalls
Start your career with the financial clarity you need to ensure sucess and the ability to enjoy the quality of life you desire.
What this resource helps you do
- 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.
About the author
Staff at Adventures in Medicine