by Doug Lennick
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PART II: GOAL ACHIEVEMENT PLAN
Use the Goal Achievement Plan worksheet to document your plans to accomplish goals that pass the acid test. This worksheet will help you develop, implement, and track progress toward achieving your goals. Once you've mapped out your goal achievement plan, put your next steps into your calendar and get started! Part II: Goal Achievement Plan
Part II: Goal Achievement Plan
My Goal:
Key Activities “I Must Do”:
Resources I Need to Perform My Key Activities:
People I Need to Support Me and How Name Support I'll Request
How I'll Track Progress
How I'll Manage Emotions
You can download a copy of the “Turning Wants Into Goals” and the “Goal Achievement Plan” worksheets from the Leveraging Your Financial Intelligence Toolkit at www.leveragingfi.com.
Appendix F
Exercise: Play the Freeze Game
What am I thinking right now?
What am I feeling emotionally?
□ Angry □ Helpful □ Frustrated □ Playful □ Tired
□ Happy □ Sad □ Confident □ Scared □ Excited
□ __________________ □ _____________________ □ _________________
What am I doing and what is happening with me physically right now?
□ Breathing □ Heart rate □ Muscles
□ Jaw □ Movements □ Appetite
You can download a copy of this exercise from the Leveraging Your Financial Intelligence Toolkit at www.leveragingfi.com.
Index
A
Acid test
Action
Activities, involvement
Advice and Retail Distribution (American Express Financial Advisors)
Advisor Perspectives, cost-of-living adjustment (calculation)
Alignment. See also Living
Alignment Model
Alzheimer's disease
American Express Financial Advisors (AEFA)
American Psychological Association (APA), Stress in America survey
Amygdala, impact
Anastasia Island residents, rebuilding
Anger
Anxiety
Aristotle
Assessment inventories
Atkins diet
Attention-deficit hyperactivity disorder (ADHD)
Attention, focus
Authentic Happiness
Aw, James
B
Baby Boomers, health (importance)
Bailey, Ryan
Bakshandeh, Arta
Bank savings account
Begina, Michelle
Behavior
Behavior alignment
Bitcoin Investment Trust
Bitcoin, presence
Blake, Brenda
Blood pressure, drop/reduction
Blue Zones
Blue Zones, The (Buettner)
Boyatzis, Richard
Brain
Breast cancer
Buddha
Buettner, Dan
C
Cancer
Career, pursuit
Cash
Catastrophe, risk (transfer)
Certificates of Deposit (CDs)
Characteristics
Cheat sheet, provision
Child care-related stress, reduction
Child support payments
Choi, Laura
Chronic bronchitis
Chronic financial stress
Chronic obstructive pulmonary disease (COPD)
Coleridge, Samuel Taylor
Colorectal cancer
Company-sponsored 401(k), retirement plan
Company stocks, usage
Compassion
Contentment
Control, loss (feelings)
Coronary heart disease (risk reduction), emotional vitality (impact)
Cost-of-Living Adjusted (COLA) happiness benchmark incomes, state ranking
cost-of-living adjustment, calculation
Credit card balances
CrossFit, usage
Csikszentmihalyi, Mihaly
Culture, epicenter
Cuypers, Koenraad
Cyberattack
D
Dakin, John
Dalai Lama
Daydreaming
Death (money planning scenario)
Deaton, Angus
Debt
Delayed gratification
Dementia
DePersio, Greg
Depression
Diabetes
Diener, Ed
Dietary regimens
Direction, control. See What Do You Want For Yourself
Disability income, usage
Disbelief, suspension
Discouragement, avoidance
Disease
Disruptive emotions, overcoming
Doctor in the Mirror, The (Tuckson)
Dow Jones Industrial Average (DJIA)
Dreams, goals conversion
Dying, financial risk
Dykema, Dennis/Diane
E
Eating
Eat less food (ELF)
Economic factors, impact
Economic losses, NCEI examination
Economy
EDUCO
Emerging technologies, capitalization
Emerson, Ralph Waldo
Emmons, Robert
E-Motion
Emotional competencies
Emotional equilibrium, maintenance
Emotional feelings
Emotional intelligence, impact
Emotional misery
Emotional preparation
Emotional quotient (EQ), EQ-i well-being indicator
Emotional Quotient Inventory (EQ-i 2.0)
Emotional Social Competence Inventory (ESCI)
Emotional state, self-awareness (increase)
Emotional stress
Emotional vitality, impact
Emotional well-being level, increase
Emotions
Emphysema
Employee Financial Wellness Survey (PwC)
Employment
Engagement
Equity instruments, usage
Equity investments
Eugster, Charles
European Union, UK exit
Events, occurrence theories (development)
Exercise
Experiential triangle
F
Family
Family happiness
Farr, William
Finances
Financial advice, holistic approach
Financial advisor
Financial aspirations
Financial goals
Financial health
Financial independence
Financial instruments, investments (placement)
Financial Intelligence (Lennick)
Financial legacy
Financial market, uncertainty
Financial misery
Financial planning practice
Financial plan (creation), Smart Money Philosophy (basis)
Financial products, usage
Financial resources, impact
Financial risks
Financial stress
Financial well-being, responsibility
Fitness
529 Plans
Fixed-income instruments, usage
Flood insurance, inexpensiveness
Flow
Focus, power
Food, quantity (consumption)
Forgiveness (principle)
Freeze Game
Future self, visualization
G
Galea, Sandro
Gallup-Healthways Well-Being Index
Gandhi, Mahatma
Garcia, Héctor
Gathergood, John
&nbs
p; Geer, Roy
Gen Xers
Global deaths, cancer (impact)
Global events, uncertainty
Glucose, importance
Goal Achievement Model
Goal Achievement Plan worksheet
Goals long-term goals
setting
Goals, achievement
Golden Rule
Goleman, Daniel
Good times, planning
Goulart, Joanie
Goulart, Ryan
Government bonds, purchase
Gratitude
Gratitude, practice
Great Depression
Great Recession
Gross domestic product (GDP), impact
Gross National Happiness (Bhutan)
H
Hale, Jamie
Happiness benchmark, state ranking
family happiness
health, connection
keys
level
money, connection
source
Happy people, characteristics
Harvard Medical School studies
Harvard School of Public Health (HSPH), research
Health healthful eating
practices
Health goals
Health-promoting practices, adoption
Healthy Eating Plate, example
Heart attack, result
Heart disease
High-stress conditions
Home equity, cash conversion
Home equity lines of credit (HELOCs), offering
Home prices, pre-recession peak
Hormonal imbalances, impact
How to Get What You Want and Remain True to Yourself (Lennick/Geer)
HSPH research
Hurricane Matthew, impact
I
Iannarone, Diana
Ideal, reality
Ideal self
Ikigai
Immigration policies, changes
Income
Individual retirement account (IRA), retirement plan
Inflation, impact
Insurance
Integrity (principle)
Interest rates, impact
Interpersonal relationships
Investments, placement
J
Job, challenges (enjoyment)
Jordan, Kathy
K
Kahneman, Daniel
Kavanagh, Pascale
Kee, Lee Kum
Kindness
King, Kimberly
Knowledge, power (relationship)
Krone, Donna
L
Later-life athletes, stories
Learning, control
Leider, Richard
Lennick, Beth Ann
Lennick, Doug
Life reflection
uncertainties
Life purpose
Lifestyle
Livermore, Erin/Doug
Livin' Fully
Living, alignment
Living frames, examination
Living on purpose
Loehr, Jim
Loneliness, feelings
Long-term care
Long-term goals
Long-term stress, impact
Low income, health (relationship)
Lubzansky, Laura
Luskin, Fred
Lyubomirsky, Sonja
M
Malone, Mary Ann
Mathiasen, Howdy/Jean
Matthews, Gail
McGinnis, Scott
McKenna, Pat
Meditation
Mediterranean diet
Memory, control
Mental preparation
Mental stress, feelings
Merrill Lynch traders
Mid-lifers, health (importance)
Millennials
Mindful breathing
Mind-over-matter moment
Miralles, Francesc
Mirković, Laura
Mirković, Saša
Misery
Misfortunes, cycle
Moe Body Works
Money usage
Money market account
Moody's Analytics, research
Moral Intelligence (Lennick)
Moral preparation
Mother Teresa, impact
Mutual funds, usage
Myerhoff, Barbara
N
National Centers for Environmental Information (NCEI), economic losses examination
Natural disasters, economic impact
Natural phenomena, uncertainty
Negative mental states, overcoming
Negative physical consequences
Negative stress
Nonfinancial goals
Nord-Trøndelag Health Study
Nutrisystem
O
Obsession
Oil price, impact
Okinawa (Blue Zone)
Older people, capacities (stereotypes)
Opioid epidemic
Optimism
P
Paleo diet
Passion
Patients, feedback (requirement)
Pavlina, Steve
Pedometer, usage
Perez, Nicolas
Performance, visualization
Perkins, Tom
Personal beliefs
Personal characteristics
Personal goals, achievement
Personal happiness, blueprint
Personal well-being, recipe
Physical activity programs, provision
Physical agility
Physical conditions, financial stress (impact)
Physical equilibrium, maintenance
Physical fitness
Physical health
Physical misery
Physical preparation
Physical problem, solution
Physical well-being, responsibility (impact)
Physiological state, change
Physiology
Plans. See What Do You Want For Yourself
Poor adults, health problems
Porchon-Lynch, Tao
Positive changes
Positive Psychology movement
Positive thoughts, translation
Power, knowledge (relationship)
Power of Purpose, The (Leider)
Precious metals, money source
Prefrontal cortex, impact
Preparation, importance
Prescription medications, need (reduction/elimination)
PricewaterHouse Coopers (PwC) Employee Financial Wellness Survey
R
Real estate investments
Real estate market, uncertainty
Real self
Real Simple
Respiratory diseases
Responsibility (principle)
Retirement, term (usage)
Riess, Helen
Risk, transfer
Roosevelt, Franklin D.
Russia, cyberattack
Rust Belt
S
Schwartz, Jeff
Self
Self-actualization
Self-awareness
Self-forgiveness, exercise
Self-gratification, usage
Self-knowledge
Self-regard
Self-visualization
Seligman, Martin
Skills, learning
Sleep, adequacy
Smart Money
Smart Money Philosophy
Smithers, Rebecca
Smith, Moses
Social network, building
South Beach diet
“State of the World's Children, The” (UNICEF)
Stepniewski, Nancy/Todd
Stress family circumstances, impact
mental/emotional stress, feelings
relief
Stress in America (APA survey)
Stroke
Student loan debt
Substance abuse, prevalence
Sustainable Development Goals (UN)
>
T
Talents
Tax-deferred annuity
Tax-deferred retirement plan
TD Bank survey
Thanksgiving, kindness (act)
Think2perform
Thinking
Thoreau, Henry David
Thoughts
Thrive: Finding Happiness the Blue Zones Way (Buettner)
Thrivent Financial
Tuckson, Reed
U
Ultra-high-net-worth individuals (UHNWIs), stress
Uncertainty
Universal Energy
Universal principles
University of Rochester Medical Center study
Urban Planning, study
V
Values happiness, relationship
support
Vegetables, consumption
W
Walking, usage
Wampler, Richard
Wants, goal conversion
Weather, uncertainty
Weight loss
Weight Watchers
Well-being
Well-Being Indicator
What Do You Want For Health
What Do You Want For Yourself (WDYWFY)
Willpower, absence
Wisdom
Wnorowski, Erin
World Trade Center (WTC), attack/losses
Worry, presence
Wynn, Alyssa
Wynn, John/Marjorie
Wynn, Samantha
Y
Yoga
Young, Michelle/Tom
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