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.
Staff at Adventures in Medicine

Experienced recruiting and communications professionals collaborating with experts in the fields of medicine, work-life balance, law, human resources, finance, and personal and professional fulfillment.