Wealth does not begin with numbers.
It begins with intention.
Crafting Your Wealth Vision is a simple yet powerful template designed to help you clarify why you want to build wealth, what that future looks like, and how to begin moving toward it with confidence and purpose.
This is not a budgeting exercise.
It is a visioning and alignment tool — created to help you move from vague ambition to grounded direction.
What This Template Helps You Do
1. Define Your Why
Wealth is not just about money. It’s about what money enables.
This section helps you identify the three core reasons you want to grow wealth — such as freedom, legacy, security, opportunity, or impact — and anchors your financial goals in what truly matters to you.
2. Paint the Picture (5 Years From Now)
Imagine it is five years from today and you have been intentional with your money.
You’ll be guided to reflect on:
- Lifestyle: Where are you living? How are you spending your time?
- Investments: What assets have you built or participated in?
- Impact: Who benefits from your wealth — family, community, or causes you care about?
This section brings your future into focus — emotionally and practically.
3. Anchor Your Numbers
Visions become real when they meet clarity.
You’ll define three tangible financial targets, such as:
- Annual income goal
- Net worth goal
- A key asset (property, shares, business equity, etc.)
This step helps translate aspiration into measurable direction.
4. Identify Your First Three Actions
Big visions move forward through small, consistent steps.
You’ll outline three achievable actions you can take in the next 30 days — whether that’s opening a dedicated wealth account, scheduling a financial check-in, or beginning to educate yourself on investing.
5. Commit to Your Vision
Putting your vision on paper is an act of leadership.
This final section invites you to consciously commit to your wealth journey — moving forward on the Radiant Investor Scale, from Explorer to Wealth Leader.
Designed for Wealth. Built for Women.
The Wealth Vision Template by Radiant Collective Capital is a foundational tool for any woman ready to take her financial life seriously — with clarity, courage, and intention.
Use it. Revisit it. Let it evolve as you do.