Goals with dates
A goal without a date is a wish, and a date without a monthly number is a deadline. This course takes the things you want to do in the next one to five years and gives each one a pot, a date and an automatic transfer the day after payday, so progress happens without a decision every month.
Lessons
Lesson 1 is open to everyone. Lessons 2 to 5 unlock with the course and arrive by email as a PDF pack together with the calculator.
- 01Naming the goalsWriting down everything, then sorting into the next year, one to three years, and later.Open · read now
- 02One pot per goalWhy mixing goals in one place slows all of them down, and how to set up separate pots without extra admin.7 min
- 03From date to monthly amountThe goal planner, worked through for three different goals, and what to do when the monthly figure is too high.8 min
- 04The day after paydayAutomating the transfers so the goals are funded before the month starts spending.6 min
- 05When two goals competeA way to decide that does not depend on which one shouted loudest that week.8 min
Who it is for
Anyone with more than one thing they are working towards and no clear picture of which comes first.
What it is not
It does not tell you how much to spend on anything. Those are your decisions. It does not cover anything that depends on your personal circumstances; for that, a qualified professional is the right place to go.