BP Money Vision & Goal Setting Template
The Ultimate Free Workbook to Map Your Path to Financial Independence
Most financial planners just tell you to cut expenses and save more. But without a clear “Why,” budgeting is just math. The BP Money Vision & Goal Setting Template is a comprehensive, 9-page framework designed specifically for the Financial Independence (FI) journey. It bridges the gap between your biggest, craziest 10-year dreams and the daily financial habits required to achieve them.
100% Free. No email required. No paywalls. Download the PDF workbook below and start designing a life you actually want your money to build.
Why Choose This Over Generic Goal Planners?
Built for FI, Not Just Budgeting
Generic templates focus on saving for a vacation. This 9-page workbook forces you to answer hard questions about lifestyle design, income generation, and early retirement.
The Ultimate “Couples Money” Tool
Money is the #1 cause of marital stress. This template provides a neutral, structured environment to get on the exact same page with your partner about the future.
From 10 Years to Today
Stop letting 10-year goals intimidate you. This framework mathematically breaks massive milestones down into actionable 3-year, 1-year, and 90-day targets.
A Real-World Example
Curious what a fully fleshed-out plan looks like? We’ve included the actual life vision document Scott Trench and his wife built together, giving you a transparent blueprint to model your own after.
How to Use the Playbook
1. Download or Print: Grab the PDF directly from the embed above so you can write on it, highlight it, and make it messy.
2. Schedule a “Money Date”: Set aside 1 to 2 hours of dedicated, distraction-free time. If you have a partner, order takeout and do this together.
3. Establish Your Baseline: Be brutally honest about where you are today. You can’t chart a course if you don’t know your starting coordinates.
4. Review Quarterly: Your goals will change as your life changes. Keep this document accessible and update it every 90 days to stay on track.
Inside the 9-Page PDF:
- • Core Values Assessment to align your spending with what actually makes you happy.
- • Guided prompts for painting your 10-year ideal lifestyle picture.
- • “Traction” worksheets to establish 1-year and 3-year stepping stones.
- • Action-item checklists to ensure you leave the table with a concrete plan.
Frequently Asked Questions
Who is this goal-setting template for?
This template is perfect for individuals or couples on the path to Financial Independence (FI) who want to align their daily money habits with their long-term 10-year wealth goals.
Is the template really free?
Yes! The template is 100% free with no email required and no paywalls. You can view, download, or copy it directly from the tool on this page.
Do I need to be a financial expert to use this?
Not at all. The workbook is designed with guided prompts and simple worksheets that make it accessible for beginners, while remaining deeply effective for advanced DIY investors.