Blueprinting - Truewealth Community€¦ · True wealth is what money cannot buy and death cannot take away. Blueprinting guides you through the process of discovery and action planning

Those are just a few of the questions you'll answer as part ofBlueprintingTM. In the day-to-day rush of things, it's easy to overlook theirimportance. But in the end, those who have taken the time to figure outwhat's important to them and what they are striving for will reap thegreatest reward -- both financially and otherwise.

Blueprinting is a series of exercises that will help you identify what'simportant to you in your life, then help you create a plan to consciouslystrive toward living your ideal life. In effect, it helps you define what truewealth means to you. True wealth is what money cannot buy anddeath cannot take away.

Blueprinting guides you through the process of discovery and actionplanning. Once you complete it, you'll have a personalized design toguide you through fulfilling all your dreams. Your eenntthhuussiiaassmm and mmoottiivvaattiioonnwill increase dramatically because you'll now have a clear picture of yourfuture -- one you've designed to meet all your hopes, dreams and aspirations.

This is not a "get fixed quick" set of exercises. Take your time. Let yourguard down and really dig deep. Complete a draft of these exercisesand then let it sit for a while. When you return, see if it still feels good toyou. There are no right or wrong answers here. Develop something thatworks for you and your loved ones and the results will be phenomenal.

Blueprinting Exercises

What do you value most in life?

What drives you?

What principles guide your decisions?

What do you ultimately want to achieve in your life?

What's your mission in life?

What's the vision for your future?

www.truewealthcommunity.com Page 1 © 2007 True Wealth Community

“Your visionwill become

clear onlywhen you

look into yourheart. Who

looks outside,dreams. Wholooks insideawakens.”

Carl Jung

1. You'll identify what you value most in life. This is a critical stepbecause it will become the building block for the next four steps.

2. You'll explore what your meaningful purpose in life is. Knowing yourpurpose fuels your passion and commitment and gives meaning toyour life.

3. You'll design a compelling vision for your future. This is a vividrepresentation of your ideal life that results from being true to yourmeaningful purpose. It envisions such things as: your living and workingenvironment, with whom you want to surround yourself, how you want tospend your time, and what you want to accomplish in your personaland professional life.

4. You'll create a personal mission statement and a professional missionstatement. These statements become your roadmap for movingtoward your vision and they help guide you in daily living.

5. You'll set goals and create an action plan that will help you implementyour mission, live your values, and move toward achieving your vision.

Everyone reading this has the ability to experience meaning and fulfillmentin business and in life. One of the keys to making this happen is having arelentless burning desire for what you do. By completing theBlueprinting exercises and internalizing their meaning, you'll have arenewed enthusiasm for your business and your life and you'll be wellon your way to living your dreams.

The Five Blueprinting Steps are:

“Plant the

seed of desire

in your mind

and it forms a

nucleus with

power to

attract to itself

everything

needed for its

fulfillment.”

Robert Collier


All people have certain principles and values they believe in and liveby. These are the innermost beliefs that distinguish who we are and howwe conduct ourselves. Values are things that are very important to us.They include such aspects of life as family, health, career, and spirituality.Having strong convictions about what we value and keeping them frontand center in our lives keeps us balanced and focused on the mostimportant things. In the long-run, focusing on what you value, coupledwith solid principles, will help you live a fulfilling life that is far moresatisfying than any short-term gain from compromising.

Having these strong convictions benefits you in other ways, too. In timesof indecision, you can turn to your guiding values. They will frequentlygive you the framework for making tough decisions. When you'reunhappy, you can turn to your values and see if you're leading a life thatis consistent with your beliefs. When you're underachieving, you can turnto your values and gain the motivation to make the extra effort.

DDeecciissiioonn MMaakkiinngg::

Have you ever had trouble making a decision? In business and in life,we have to make decisions all the time. Many of them involve "gray"areas where more than one solution will work. Indecisiveness resultswhen you are not clear on your values. Once you bring clarity to yourvalues, decision-making becomes easy.

HHaappppiinneessss::

Far too many people in our society go through life without zest andenthusiasm. Frequently this is because they are doing things andbeing things that are not congruent with who they are. The result canbe burnout, depression and ineffectiveness. The key is to check whatis important to you and then make sure your life is in synch with that.

AAcchhiieevveemmeenntt::

Some of the greatest fulfillment in life has come from people who felt sostrongly in their values that they were willing to devote their lives, and insome cases, sacrifice their lives, to live them. The key is to feel so stronglyabout your values that you are motivated to take action and live bythem. Having conviction about something you value, and then committing to living by it every single day, will go a long way towardigniting your relentless burning desire.

Step #1 - Identifying What you Value Most


Values

In this exercise, you'll identify what you value most in life and then rankthem from most important to least important. Examples that mightappear on your list include:

Family . Health . Spiritual Fulfillment . Love . Relationships . Generosity .Adventure . Achievement . Passion . Creativity . Leaving a Legacy .Fun/Happiness . Positive Attitude . Learning . Helping Others . Simplicity .Financial Security . Peace of Mind . Respect . Gratitude . Abundance .Compassion . Faith . Growth . Honesty . Integrity . Kindness . Selflessness .Significance . Vitality . Wisdom . Intimacy . Security . Peace

Directions: List at least six things you value most in life and then rankthem in order of importance. Then, indicate the actual percentage oftime you spend living and supporting those values.

TThhiinnggss II vvaalluuee mmoosstt iinn lliiffee aarree::

Identifying What You Value Most

Value Rank % of Time


Take a close look at your list. Are you spending much time living andsupporting your values?

Remember, values are not some fluffy ideal. They need to be fundamentalto who you are as a human being. With that said, some of your valuesmay change over time due to changing circumstances in your life.What's important to you today may not be as important to you five yearsfrom now. Consequently, it's important to review your values on a regularbasis to make sure they are still important to you.

To get more focused on your values, restate your top six values in thechart below, then list one key action you can implement that will helpyou more fully integrate that value into your life. For example, let's sayhealth is one of your top six values. Here's how that line on the chartmight look.

VVaalluuee:: AAccttiioonn ttoo iinntteeggrraattee iitt mmoorree ffuullllyy iinnttoo mmyy lliiffee::

Now complete the full chart.

VVaalluuee:: AAccttiioonn ttoo iinntteeggrraattee iitt mmoorree ffuullllyy iinnttoo mmyy lliiffee::

You’ll refer to this chart a little later as you work on developing yourgoals. Long term, to keep your values top of mind, review this list on aregular basis.

Identifying What You Value Most

1. Health Exercise at least 30 minutes a day 5 days a week

1.

2.

3.

4.

5.

6.


We all have certain desires and pursuits in life such as ensuring oursecurity and caring for loved ones. But when we move beyond theday-to-day pursuits of life, what moves you? What causes you to jumpout of bed in the morning feeling refreshed and ready to tackle theday's challenges? What higher purpose calls you? What is somethinglarger than yourself that inspires you? What can you do that uses allyour skills, talents, and interests and that benefits the world?

Without meaningful purpose, we simply go through the motions of dailylife. We respond to the alarm clock, we go to work, we solve the day'sproblems, we eat, we relax, we spend a few minutes with the family, wego to bed, and then we wake up and do it all over again. We could dothat for 50 years and then look back on what we've accomplished andbe sadly disappointed at how much time we spent accomplishing solittle. Each of us is capable of making a very positive impact in the lifewe live.

For many people, being a loving spouse and raising great kids is ahuge accomplishment, and they should be rightfully proud of that.Meaningful purpose goes a step beyond and transcends what we dofor ourselves and our immediate family. Meaningful purpose reachesout to the world around us and infuses life with the special gifts thateach of us have inside.

Step #2 - Finding Your Meaningful Purpose


Vision

The following exercise is designed to help you identify, unlock, and pur-sue your meaningful purpose so the world can benefit from your uniquegifts. Below are a series of questions and your objective is to reflect onthem, write your response, and then consciously decide how you aregoing to move forward living your life with meaningful purpose.

1. Are you committed to finding your meaningful purpose in life and ifso, what has happened in your life that now makes you ready?

2. What are your unique gifts, i.e., what do you do extremely well?

3. What do you most value in life? (Restate your top values from Step #1)

4. What activities are you most passionate about? For example, whatgives you a great feeling of satisfaction and fulfillment?

Finding Your Meaningful Purpose


Purpos

“Find apurpose inlife so big

it willchallenge

everycapacity tobe at your

best.”

David O.McKay

5. What social issues are you so passionate about that you would writean editorial in your local newspaper advocating your position?

6. Given a choice, do you prefer to help people by rolling up yoursleeves and pitching in or do you prefer a more behind the scenesrole? Give examples of the types of activities you like to do basedon your response.

7. When you feel empty and directionless in life, what is missing in yourlife during those times that is causing you to feel that way?

9. How are you nourishing your soul spiritually?

10. Is your spouse/significant other supportive in your desire to more fullylive your meaningful purpose? If not, how are you reconciling that?



11. How do you go about making an important decision about your lifedirection? Is it made from a surface level, or do you have a way ofchecking into your soul? Do you have a confidant that you canshare your thoughts with who can help guide you?

12. Do you view a lack of money as an impediment to fully realizingyour meaningful purpose? If so, what are some creative ways thatyou could get past this issue?

13. If you live your life with meaningful purpose, how will the world be abetter place?

14. How will you know that you are living your life with meaningful purpose?



Based on your answers to the previous questions, take some time nowto jot down your thoughts on what your purpose in life may be.Granted, this is a tall order but you have to start somewhere. Makesome notes then set it aside for a while and let it sink in. Revisit whatyou wrote and see if it still feels congruent. Continue this process untilyou come to the "aha" moment and you know you've got it!

MMEEAANNIINNGGFFUULL PPUURRPPOOSSEE NNOOTTEESS



There's an old saying, "if you don't know where you're going, any road will getyou there." That's a recipe for mediocrity. People of great achievement knowexactly where they're going and they take the necessary steps to get there. Butwhere is "there" for you?

"There" is your ideal future scenario. This is the dream life and dream businessyou would create if you had absolutely no constraints and could simply wave amagic wand and make it happen. It's your vision for your environmental surroundings, the people you associate with, what you spend your time doing,and what you want to accomplish. It's different for everybody. For example,perhaps you want to be successfully self-employed, working from home, and living in the mountains. Or perhaps you want to work for a non-profit organizationthat speaks to your heart and live near your children and grandchildren. It canbe anything, but it must be something and it must be clearly defined. It mustinclude tangibles so you can see it, feel it, touch it, smell it, and hear it so you canget all your senses involved in helping you drive toward it.

Your vision must be compelling. It must be something that motivates you tojump out of bed in the morning and get working. Your vision is what will sustainyou when the going gets tough and you face major obstacles. To develop it,disengage from the present and position yourself in a future with unlimited possibilities. Eliminate your limiting beliefs and think big. With this frame of mind,you can develop a vision that propels you to success, contribution, and happiness far beyond what you've ever imagined.

The key to your compelling vision is to create one that motivates you to takeaction and that helps you persevere even when times are difficult. Here's anexample of a compelling vision of the future:

"I enthusiastically jump out of bed every morning full of love for God, family,friends and life. I am a husband my wife is proud of, a father my children lookup to, and a friend people count on.

My family is financially secure, physically fit, and emotionally close. We live ina comfortable home on one acre with a postcard-perfect view of the PacificOcean. Our home is light and airy with crisp ocean breezes blowing through.Pictures of my family and special moments in our life line the walls. The soundof grandchildren fills the house. As I look out the window, I see waves lappingthe shore, seals playing on the rocks, and surfers hanging ten.

My days are spent helping the people around me reach their fullest potential. I dothis by meeting with my top clients, guiding them in reaching their dreams and aspirations, and communicating my wisdom through my life planning website. Myfinancial success enables me to be a reverse tither and I give away 90% of myincome and live on 10%. My schedule is flexible and I spend several hours a weekmentoring disadvantaged children. For recreation, my wife and I travel the world, visitour kids and grandkids, read, and take time to enjoy the beauty of the greatoutdoors.

When I go to bed at night, I sleep soundly knowing that I helped make the world alittle better than it was when I woke up."

Step #3 - Creating a Compelling Vision of Your Future


Success

In this exercise, you'll paint a picture of your Compelling Vision.

DDiirreeccttiioonn:: Don't hold back. Answer each question as accurately and com-pletely as possible. This is your future so make it a great one!

MMyy iiddeeaall wwoorrkkiinngg eennvviirroonnmmeenntt iiss......

Location:

Surroundings:

TThhee rreellaattiioonnsshhiippss II wwaanntt ttoo ssuurrrroouunndd mmyysseellff wwiitthh iinncclluuddee......

Creating a Compelling Vision For Your Future


II wwaanntt ttoo ssppeenndd mmyy ddaayyss wwoorrkkiinngg oonn......

IIff II wwaassnn’’tt ssoo aaffrraaiidd,, II wwoouulldd......


MMyy lliiffee wwiillll nnoott bbee ccoommpplleettee uunnlleessss II......


IIff II kknneeww ffoorr cceerrttaaiinn tthhaatt II wwoouulldd ddiiee ppeeaacceeffuullllyy iinn eeiitthheerr 1144 ddaayyss oorr 1144wweeeekkss ((aanndd II ddiiddnn’’tt kknnooww wwhhiicchh ooff tthhoossee ttwwoo ddaatteess II wwoouulldd ddiiee)),, II wwoouullddddoo tthhee ffoolllloowwiinngg iinn tthhee nneexxtt 1144 ddaayyss......

AAnndd II wwoouulldd ddoo tthhee ffoolllloowwiinngg iinn tthhee rreemmaaiinniinngg 1122 wweeeekkss ((aassssuummiinngg II lliivveetthhaatt lloonngg))......


IIff II hhaadd aallll tthhee mmoonneeyy II eevveerr nneeeeddeedd,, II wwoouulldd ssppeenndd tthhee rreesstt ooff mmyy lliiffee ......


II wwaanntt ppeeooppllee ttoo rreemmeemmbbeerr mmee bbyy ssaayyiinngg II wwaass......

MMyy mmoosstt mmeemmoorraabbllee eexxppeerriieenncceess iinncclluuddee......


TThhee ppaarrtt ooff mmyy wweeeekkllyy rroouuttiinnee tthhaatt II llooookk ffoorrwwaarrdd ttoo iiss......


II ffeeeell aalliivvee aanndd eenneerrggeettiicc aafftteerr II hhaavvee jjuusstt......

TThhee ccoommmmuunniittyy//wwoorrlldd iissssuuee tthhaatt II ffeeeell mmoosstt ssttrroonnggllyy aabboouutt iiss......


IItt mmaayy sseeeemm iimmppoossssiibbllee ttooddaayy,, bbuutt mmyy lliiffee wwoouulldd ddrraammaattiiccaallllyy iimmpprroovvee iiff......


MMyy ccoommppeelllliinngg vviissiioonn iiss ttoo......

Surround myself with...

Live in...

Spend my days...

Accomplish...

Putting It All Together

Review how you answered all the previous questions. From this, use the followingoutline to write a Compelling Vision that motivates you to take action and thatgives you great excitement from just thinking about it.

Once you create a compelling vision that gives you goosebumps, review it ona daily basis to continue hardwiring it into your life so it will keep inspiring you.


A mission statement is not simply a hokey statement that gets writtenonce and then filed away. Rather, it is a living, breathing document thatshould be displayed prominently for visual reinforcement and shouldbe internalized to keep your subconscious working on it. Spend timedeveloping it, memorizing it, living it, and you'll be pleasantly surprisedat the results.

PPeerrssoonnaall MMiissssiioonn SSttaatteemmeenntt

Creating a personal mission statement will be one of the most importantthings you do in your life. Therefore, please set aside some time forreflection and to complete it. It will evolve over time, but it is importantto get a draft on paper so you can continue to shape it.

A personal mission statement is a bold statement about the kind of lifeyou want to lead, who you want to be, and how you want to conductyourself. It will serve as your lighthouse during difficult times and keepyou motivated, focused, and true during your life. Share it with yourspouse.

HHeerree''ss aann eexxaammppllee ooff aa ppeerrssoonnaall mmiissssiioonn ssttaatteemmeenntt::

“My mission is to be loving and loyal to my family and friends,lead a successful career that I enjoy, stay healthy, and take onany challenges that come my way.

I value my family, friends, spiritual fulfillment, sense of accomplishment,and enthusiasm. I value my relationship with God and live by theGolden Rule.

Throughout my life, I will always be supportive and loyal to myfamily and friends. I will be an active member in my place ofworship and in my local community. I will use my financial management skills to help needy organizations keep their financialhouses in order.

I live life to the fullest and strongly believe that nothing is impossible.”

Your personal mission statement may follow a similar format or youmay want to modify it. The key is to make it personal, meaningful, andinspirational.

Step #4 - Developing a Personal & Professional Mission Statement


Faith

In this exercise, you'll create a personal mission statement.

A personal mission statement is your declaration of the kind of personyou want to be. It answers such questions as: Who do I want to be?How do I conduct myself? What and who is important to me? Think of itas a daily guide to living.

DDiirreeccttiioonnss:: Take some time to write a draft of your personal missionstatement. The key is to get something down on paper. Let it percolateand then come back to it. Eventually, solidify it and review it each day.

Developing a Personal & Professional Mission Statement

PPeerrssoonnaall MMiissssiioonn SSttaatteemmeenntt


Your professional mission statement is your business guide. It canaddress such issues as who you are, why you exist, whom you serve,and what results your clients can expect. After you develop it, share itwith your staff and your clients. Let it permeate your office and guideyou and your staff's actions.

HHeerree aarree sseevveerraall eexxaammpplleess ooff pprrooffeessssiioonnaall mmiissssiioonn ssttaatteemmeennttss ssuubbmmiitttteeddbbyy ffiinnaanncciiaall aaddvviissoorrss::

"To create a world of financial comfort by implementing customsolutions to individual needs!"

"We are dedicated to enhancing the quality of our clients' lives aswe oversee their wealth to help them achieve their long-termgoals and dreams. With our unmatched, superior service andguidance, we build strong relationships as we help simplify ourclients' financial affairs, allowing them to focus on those areas thatgive their life meaning and purpose."

"To guide our clients through the process of obtaining financialpeace of mind so that they can focus on the most importantthings in life."

"To guide our clients in making wise decisions based on Biblicalprinciples for wealth management."

Similar to a personal mission statement, make it personal, meaningful,and inspirational. Both statements should be reasonably short andhighly memorable. There's no set length to a mission statement. Justmake sure you can remember it and it connects with you.

Professional Mission Statement


A professional mission statement is your declaration of the kind of busi-ness/career you want to have. It answers such questions as: What doesmy firm do? How do we do it? Why do we exist? What can our clientsexpect? If you are an employee and not a business owner, write it fromthe perspective of how you do your job.

DDiirreeccttiioonnss:: Take some time to write a draft of your professional missionstatement. The key is to get something down on paper. Let it percolatethen come back to it. Eventually, solidify it and review it each day.

Developing a Personal & Professional Mission Statement

PPrrooffeessssiioonnaall MMiissssiioonn SSttaatteemmeenntt


We all have wants and desires. We all daydream about what it would be liketo be living our ideal life. Unfortunately, despite what "The Secret" says, merelythinking about our ideal life will not get us our ideal life. We have to be clearabout what we want, when we want it, why we want it, and we have to takepositive action to make it happen. The goal-setting process is critical to makingall this happen. As we set goals, make sure they are SMAC certified -- Specific,Measurable, Achievable, and Compatible.

One of the keys to goal-setting is to tie them into your compelling vision. Yourcompelling vision is a lifetime pursuit. To make that manageable, you have tobreak it into pieces. To do this, complete the goal-setting and action planningexercises. As you set goals, start by reviewing your compelling vision and thenwork backwards. To pursue your vision, what has to happen in 10 years, 5years, 3 years, and 1 year? Determine what age you, your spouse, and yourkids will be at each of those time periods. Identify the goal then determinethe one activity that will have the greatest impact on reaching the goal. Also,identify the reward you will get by reaching the goal. Here are examples ofcategories in which you might want to set goals:

Attitude -- are there any attitudes or limiting beliefs you need to changein order to reach your Compelling Vision?

Career -- what do you want to accomplish in your professional life?

Education -- do you need additional knowledge that will help you pur-sue your vision?

Family -- how can you improve your relationships?

Financial -- what net worth are you striving for? What business financialgoals do you have?

Physical -- what specific physical goals can you set? Do you want to bea certain weight? Do you want to exercise a certain amount? Is there achallenging physical goal you'd like to achieve…such as climbingMount Rainier?

Recreation -- what do you want to do in your free time that will rejuve-nate you?

Community -- what do you want to do for your community? What lega-cy do you want to leave?

Spiritual -- how do you want to grow in your spirituality?

Once you've set your goals, transfer them to the Visualize and Realize page onpage 28. This will neatly summarize your compelling vision and all the activi-ties that have to take place to make it happen.

Step #5 - Setting Goals & Creating anAction Plan


Dream

sRemember,

all greatachievement

happens twice - once inyour head, andonce in reality.

Anonymous

Goals & Action PlanSample - 1 Year Goals

GOAL

Change my belief systemfrom scarcity to abundance

Take a two-week family vacation

Exercise vigorously at least 5days per week

Break 80 in golf

Become a member of theleadership team at my placeof worship

Meditate at least 15 minutes aday

Spend 5 hours/week helpingkids with homework or asmuch time as needed

KKEEYY AACCTTIIVVIITTYY TTOO AACCHHIIEEVVEE

Read appropriate books andlisten to the right speakersand take them to heart

Schedule it

Join the local health club, getup by 5:15 am, hire a personaltrainer for 6 months

More practice and focus oneliminating double bogies

Express my desire and followthe protocol to obtain theposition

Find a consistent time thatworks and create a peacefulspace

Let kids know I'm availableand make it a priority

RREEWWAARRDD

A better outlook on life

Grow closer as a family, smilingfaces, new experiences

Great health, feel good, moreenergy

New set of clubs

Being able to help people

Stress reduction, clear mind,greater understanding

Smarter, happier kids,satisfaction from helping, growcloser to the kids

DDiirreeccttiioonnss:: On the following pages, write down your goals for the next 1, 3, 5, and 10 yearperiods. After that, transfer the goals that relate to you achieving your Compelling Vision onthe Visualize and Realize page.


One Year Goals

GGOOAALL KKEEYY AACCTTIIVVIITTYY TTOO AACCHHIIEEVVEE RREEWWAARRDD

MMyy AAggee:: SSppoouussee’’ss AAggee:: KKiiddss’’ AAggeess::


Three Year Goals




Five Year Goals




Ten Year Goals




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"For the past 33 years, I have looked in the mirror every morning and askedmyself: 'If today were the last day of my life, would I want to do what I amabout to do today?' And whenever the answer has been "No" for too manydays in a row, I know I need to change something." SStteevvee JJoobbss

"Nobody can go back and start a new beginning, but anyone can start todayand make a new ending." MMaarriiaa RRoobbiinnssoonn

"Fear not that thy life shall come to an end, but rather fear that it shall neverhave a beginning." JJoohhnn HHeennrryy CCaarrddiinnaall

"Are you always trying to get somewhere other than where you are?"EEcckkhhaarrtt TToollllee

"Individually, we are one drop. Together, we are an ocean." RRyyuunnoossuukkee SSaattoorroo

"There are no traffic jams along the extra mile." RRooggeerr SSttaauubbaacchh

"There is more hunger for love and appreciation in this world than for bread."MMootthheerr TTeerreessaa

"You never find yourself until you face the truth." PPeeaarrll BBaaiilleeyy

"If you limit your choices only to what seems possible or reasonable, you disconnect yourself from what you truly want, and all that is left is compromise."RRoobbeerrtt FFrriittzz

"Only passions, great passions, can elevate the soul to great things.DDeenniiss DDiiddeerroott

"To me, there are three things we all should do every day. Number one islaugh. You should laugh every day. Number two is think. You should spendsome time in thought. And number three is, you should have your emotionsmoved to tears, could be happiness or joy. But think about it. If you laugh, youthink, and you cry, that's a full day. That's a heck of a day. You do that sevendays a week, you're going to have something special." JJiimm VVaallvvaannoo

Think About These


Documents

Blueprinting - Truewealth Community€¦ · True wealth is what money cannot buy and death cannot take away. Blueprinting guides you through the process of discovery and action planning