Planning matters

Write Your Self Bio

Often times people can get caught up in the day-to-day routines of life and they get away from thinking about their futures. We see this as an opportunity to make a plan. Writing a future self-bio is a great exercise to check-in and reflect on your current situation. It gives you an opportunity to decide how you would like to show up in the world rather than how you currently are. Choose your own words to describe your personality, your family, your hobbies, and your current ambitions. If you had a chance to do that, would your bio look a little different than it currently does?

This exercise can be done regardless of your life situation. Perhaps you work a traditional 9-5 job or you’re a full-time parent. Perhaps you are both! Dreams and ambitions are something we all have, and we’re here to help make them possible.

In the exercise, imagine the person that you see yourself becoming 5, 10, or even 15 years from now, and then, write a bio to reflect this future self. Think about your future financial goals as well as your personal goals. Ask questions such as:

  • How many times a week are you at the gym?
  • How are you spending your weekends?
  • Did you buy that boat you always dreamed about or, how do you finance your dream vacation?

After your brainstorming session, you may end up realizing your future self is further away than you initially realized. That’s okay—don’t be discouraged. It’s not like we are asking you to show anyone. The exercise is meant to be a useful tool that will allow you to do a self-check-in. Once you’ve done this, we welcome to share these goals with your planner at your next annual review.

This is where the real magic happens—us helping you achieve your financial goals.

I hope this exercise was useful in helping you think about current goals, how you can be more intentional about them, and how we can work together at achieving them. I encourage you to revisit this exercise every few years to ensure everything is on track.


Kind regards,

Lindsey Norberg

Written By Amanda Reynolds