My Life Plan
Self-Assessment
What is my situation? What progress have I made? What are my strengths & weaknesses?
What is my core focus? What do I care about the most?
Priorities
Values and Passions
What makes me happy? What are my deal breakers?
Where do I want to be in 1 year? 5 years? 10 years?
Goals
Action
What step will move me closer to my goal?
Career
Health / Wellbeing
Get my MBA before I'm 40, hopefully the promotion too. Financial controller by 45. CFO by 50-55!
Knee problem sorted out. Better handle on my anxiety so l feel less stressed in general.
Finances
Relationships
Save deposit for a house, and buy within five years. Pay off HECS debt, try to pay MBA tuition fees upfront.
Have a child within the next 5 years but buy a house together first.
Career
Health / Wellbeing
Get a scan of my knee, probably do some physio on it. Talk to GP & partner about my anxiety levels.
Take on more of a team lead role in upcoming project. Contact uni about resuming MBA part-time next semester.
Finances
Relationships
Consult a financial adviser. Unsubscribe from retail mailing lists. Delete $$$ apps.
Have the conversations with partner to make sure we are on the same wavelength.
Career
Health / Wellbeing
I want to make time to play netball regularly, or at least more often. I get wound up if I don't exercise at least twice a week.
Starting to enjoy data analysis & still love number crunching. Will feel stuck if I stay in my current role for more than 1 year.
Finances
Relationships
Would like to have a child in the next five years. Max two kids. I don't want to get married.
Save 10% of income monthly. Prefer autonomy over my own finances, not keen on joint accounts.
Career
Health / Wellbeing
I like my job, but it's not my forever career.
Two short courses last year to prep for leadership roles.
Good at planning, bad at presentations.
Left knee needs looking at.
Pilates twice a week.
Junk food habit when stressed.
Tend to do too much unpaid overtime.
Finances
Relationships
Together 4 years, moved in together 8 months ago.
Good listener, not great at saying what I want. Tend to prioritise other people's feelings over my own.
Need to spend less on take-out food and shopping. Cleared all debt except HECS. Habit of starting to track budget, then forgetting about it
Career
Health / Wellbeing
Stay healthy! Get healthier! Make time to play sport outside work. Find out what's wrong with my knee.
Promotion to finance manager. Lead a small team to demonstrate my leadership skills for long- term roles.
Finances
Relationships
Spend more time with extended family. Improve relationship with manager.
A promotion would help my finances. Hate paying rent. Minimum income of $100K to support interests and save.
My Life Plan
Elena Monge Ramos
Created on October 10, 2025
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Transcript
My Life Plan
Self-Assessment
What is my situation? What progress have I made? What are my strengths & weaknesses?
What is my core focus? What do I care about the most?
Priorities
Values and Passions
What makes me happy? What are my deal breakers?
Where do I want to be in 1 year? 5 years? 10 years?
Goals
Action
What step will move me closer to my goal?
Career
Health / Wellbeing
Get my MBA before I'm 40, hopefully the promotion too. Financial controller by 45. CFO by 50-55!
Knee problem sorted out. Better handle on my anxiety so l feel less stressed in general.
Finances
Relationships
Save deposit for a house, and buy within five years. Pay off HECS debt, try to pay MBA tuition fees upfront.
Have a child within the next 5 years but buy a house together first.
Career
Health / Wellbeing
Get a scan of my knee, probably do some physio on it. Talk to GP & partner about my anxiety levels.
Take on more of a team lead role in upcoming project. Contact uni about resuming MBA part-time next semester.
Finances
Relationships
Consult a financial adviser. Unsubscribe from retail mailing lists. Delete $$$ apps.
Have the conversations with partner to make sure we are on the same wavelength.
Career
Health / Wellbeing
I want to make time to play netball regularly, or at least more often. I get wound up if I don't exercise at least twice a week.
Starting to enjoy data analysis & still love number crunching. Will feel stuck if I stay in my current role for more than 1 year.
Finances
Relationships
Would like to have a child in the next five years. Max two kids. I don't want to get married.
Save 10% of income monthly. Prefer autonomy over my own finances, not keen on joint accounts.
Career
Health / Wellbeing
I like my job, but it's not my forever career. Two short courses last year to prep for leadership roles. Good at planning, bad at presentations.
Left knee needs looking at. Pilates twice a week. Junk food habit when stressed. Tend to do too much unpaid overtime.
Finances
Relationships
Together 4 years, moved in together 8 months ago. Good listener, not great at saying what I want. Tend to prioritise other people's feelings over my own.
Need to spend less on take-out food and shopping. Cleared all debt except HECS. Habit of starting to track budget, then forgetting about it
Career
Health / Wellbeing
Stay healthy! Get healthier! Make time to play sport outside work. Find out what's wrong with my knee.
Promotion to finance manager. Lead a small team to demonstrate my leadership skills for long- term roles.
Finances
Relationships
Spend more time with extended family. Improve relationship with manager.
A promotion would help my finances. Hate paying rent. Minimum income of $100K to support interests and save.