Curriculum
Course: Assets, Templates & Prompts For Crea...
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PDF lesson

Wealth Roadmap: Create Your Own Path

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What to do with this

Read the wealth carousel first if you have not already, then download this PDF and work through it in order. Write your answers directly on the pages, on paper, or in your own notes app. There is no submission and no grade. The only measure is whether you come back to it.

What is on which page

  • Page 1: the cover
  • Page 2: how to use this, and why standing still is still a choice
  • Page 3: the seven streams checklist, tick what you already have
  • Pages 4 to 8: one reflection stage per page, naming the ceiling, seeing the pattern, naming your stream, planning the action, and committing to a date
  • Page 9: the five rules to hold onto before you close the file

When to use it again

Open it once after finishing the carousel, and again every time you catch yourself saying “someday” about a second income stream. Stage 5 asks you to review the page in 30, 60, and 90 days. Put those dates in your calendar before you close the file, not after.

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