Goal-Setting Worksheet — Commercial Academy Commercial Academy Goal Sheet Download my answers Print / Save PDF Personal Awareness & Goal-Setting Worksheet Thought-provoking questions help us think beyond our usual thoughts. They clarify our thinking, surface our priorities, and bring goals out of the abstract and into reality. Being specific makes us decide what we need to do — and what we don't. Take your time. Be assured that this information is totally confidential and will not be shared with any individuals or entities outside of Commercial Academy. Name City / State Email Cell Referred by Age <21 22–29 30–39 40–49 50–59 60–69 70+ How many Commercial Academy events attended 1 2 3 4 5+ A Goals need to be consistent with your values …or you won't achieve them. Values are the beliefs that motivate us and guide our behavior. What 6 values do you absolutely refuse to budge on? Common ones are below — you may have others. Suggested values — tap to add IntegrityHonestyResponsibility Passion / DeterminationLoyalty Importance of RelationshipsQuest for Learning Personal FreedomPatriotismPeace / Harmony Tap a value to drop it into the next open slot, or just type your own. 1 2 3 4 5 6 B Goals need to be realistic with your key traits …or you won't achieve them. What 6 traits do you think can lead to your success? Common ones are below — you may have others. Suggested traits — tap to add JusticeFaithHealth ConfidenceCreativityPatience CompassionWork EthicFlexibility Intelligence & KnowledgeEmotional Intelligence Personality / Social SkillsUnderstanding the Reality of Time Optimism Tap a trait to drop it into the next open slot, or type your own. 1 2 3 4 5 6 C Let's dream a little — about things If you win $1,000,000 today, what are the first 3 things you do with it? If, as a result of hard work, you'll receive $2M net in 2 years — what would you do with it? If you had $10M extra in cash, list 3 things you know you'd already have spent serious money on: D Let's dream a little — about people If you had a comfortable lifestyle… What people now in your life would still be key in your life? What kind of different people would / could you bring into your life? E Let's dream a little — about yourself If you had a comfortable lifestyle… What would you change about your physical life? What would you change about your mental life? What would you change about your spiritual life? F Define your "comfortable lifestyle" Annual income Cash available Monthly cash flow Investments Net worth G Define your "dream lifestyle" Annual income Cash available Monthly cash flow Investments Net worth H Where you are today — financially Occupation(s) Total annual income $50K–100K $100K–150K $150K–250K $250K–500K $500K–1M $1M+ Credit score 500–600 600–650 650–700 700–750 750–800 800+ Liquid assets total Home value Equity Personal credit line Business credit line Other debts (loans, credit cards, etc.) <$10k $10–20k $21–30k $31–50k $51–75k $76–100k >$100k I Where you are today — real estate investing How much do you think it takes to be a CRE investor? $10–50K $51–100K $101–250K $251–500K $501K–1M $1M+ How much total money do you plan to invest in CRE if you find the right deal? $0–10K $11–25K $26–50K $51–100K $101–250K $251–500K $501K–1M $1M+ Real estate investments value (not your home) $500K–1M $1M–2M $2M–3M $3M+ Deals transacted — Residential 0 1–50 50–99 100+ Deals transacted — Commercial 0 1–3 4–9 10+ How many hours per week can you commit to your CRE success? <5 5–10 11–20 21–39 40+ J 5-year goals Rank in order of importance, from 1 to 6. Leave my job Gain knowledge for my career Help family / friends More free time Give to charity / donate to my community K What other key resources are available to you now? Business partner(s) Business network(s) Adult family Adult friend(s) Extra time Other L People you have relationships with who could help you General Banker Builder Architect Electrician Plumber Attorney M Your goal list Give every goal a deadline so you can measure your progress. Review your goals at least once per week. Focus on only a few goals at a time so you can manage them. GoalDeadline date N Your first step What is the first thing you can do immediately to move toward finishing one goal? O Are you interested in joining a Commercial Real Estate Mentorship Mastermind to elevate your success? Yes No Because… Print / Save as PDF Download my answers (.txt) Tip: "Print / Save as PDF" gives you a clean, filled copy. Nothing you type is sent anywhere — it stays on your device. Please email or text a confidential copy of this completed form to Commercial Academy. Personal Awareness & Goal-Setting Worksheet
