Before you pick a platform or a fund, get clear on your reason. A vague goal produces vague decisions. Fill this in once and refer back to it whenever the market does something alarming.
This is your worksheet — there are no right answers. The goal is to make your investing intention concrete enough that future-you can look back at it and stay the course.
Step 01
Pick Your Primary Goal
🏠
Buy a home
Building a deposit or paying down a mortgage faster
🌅
Retire early
Reaching financial independence before state pension age
📚
Children's future
University fees, first car, deposit — giving them a head start
✈️
Financial freedom
Options — the ability to work less, travel more, or just say no
💸
Passive income
Dividends or returns that supplement monthly income
✏️
Something else
Write your own in the box below
Step 02
Set Your Timeline
10 years
Drag to set your investing horizon. Most long-term goals need at least 5 years.
1 yr10 yrs20 yrs30 yrs40 yrs
Step 03
Monthly Commitment
£200
per month — adjust to what you can genuinely afford
£10£500£1,000£2,000
Step 04
Your Investing Rules
Write three rules you'll commit to. These are the things you promise yourself you'll do (or won't do) no matter what the market is doing. Be specific.
01
02
03
Your Investing Statement
Primary Goal
—
Timeline
10 years
Monthly Amount
£200 / month
Module
The Starting Line · 01
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