Envision Your Future - Forecasting & Future Scripting

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Create a plan with this worksheet, a transformative digital tool to envision your future and plan your finances with confidence. Designed by Yaritza Lebron (Yari), a finance expert and digital nomad who part-time retired at 33 years old, this customizable Word document (may be uploaded to Google Docs) helps you chart your 1-year, 5-year, and 10-year goals while aligning your income and expenses to make them happen.

Perfect for freelancers, entrepreneurs, or anyone ready to move from surviving to thriving. Update frequently as your goals start to take shape.

Grab your Envision Your Future Worksheet now and start shaping your future!

***Perfect companion to Ultimate Money Tracker – Monitor , Invest, and Grow Wealth Steadily where you may expand with budget categories such as Independence Account, Investing in Myself, Instant Gratification, and Delayed Gratification Dream Buckets***

See below.

Create a plan with this worksheet, a transformative digital tool to envision your future and plan your finances with confidence. Designed by Yaritza Lebron (Yari), a finance expert and digital nomad who part-time retired at 33 years old, this customizable Word document (may be uploaded to Google Docs) helps you chart your 1-year, 5-year, and 10-year goals while aligning your income and expenses to make them happen.

Perfect for freelancers, entrepreneurs, or anyone ready to move from surviving to thriving. Update frequently as your goals start to take shape.

Grab your Envision Your Future Worksheet now and start shaping your future!

***Perfect companion to Ultimate Money Tracker – Monitor , Invest, and Grow Wealth Steadily where you may expand with budget categories such as Independence Account, Investing in Myself, Instant Gratification, and Delayed Gratification Dream Buckets***

See below.

What’s Included?

  • Vision Mapping Framework: Write your 1-, 5-, and 10-year goals in present tense to manifest your future (hence, future scripting).

  • Income Planning Section: Define your income goals and strategize how to achieve them, keeping your dreams in focus.

  • Expense Optimization Tool: Identify expenses to cut or reduce without sacrificing joy, ensuring a balanced, happy life.

  • Fully Customizable: Tailor every section to your unique aspirations and timeline.

  • Google Docs + Word: Use online or Word for seamless access.

Inspired by Yari’s journey from bookkeeping to running multiple businesses while traveling the world, this worksheet is your roadmap to financial freedom, a dream career, or a joyful lifestyle. Featured in her Mindset Tribe and the 7 Steps to Change Your Money Mindset course it’s designed to motivate and empower. Whether you’re planning for a 6-figure income, debt-free life, or world travel, the Thrive Planner makes your goals achievable.

Why Choose This Planner?

  • Built by a finance pro with 15+ years of experience guiding 200+ businesses and individuals to success.

  • Ideal for personal finance, goal setting, and life planning.

  • Affordable and instantly downloadable for immediate use.

  • Balances ambition with happiness—plan smart, live joyfully.

Ready to thrive?