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Set Direction
A budget that actually works starts with direction. In this module, you’ll define a Mission to Pursue and a Mission to Avoid, then turn that direction into 1–3 measurable targets so every dollar has a job.
About the module
Most budgets fail because they’re only rules—there’s no reason behind them. Set Direction gives you that “why,” then makes it usable.
You’ll answer two simple questions: Where do you want to be? and What future do you want to avoid? Then you’ll simplify both into one clear sentence you can remember and use as a filter for every decision.
Finally, you’ll translate your mission into Objectives and Key Results (OKRs)—a proven framework that helps you define what success looks like and track progress in plain numbers.
Module information
When you finish this module, you’ll have a one-sentence direction and a simple scoreboard—so you always know what “winning” means for your household.
More Modules
Set Direction
Define your Mission to Pursue and Mission to Avoid, then turn it into 1–3 OKRs so your money decisions have clarity and purpose.
Take Stock
You can’t lead what you can’t see. In Take Stock, you’ll build your personal income statement, balance sheet, and capital budget so you finally know what’s happening—and what’s coming.
Establish Roadmap
Turn your mission into a 12-week plan. Set your free cash flow target, decide your burn rate, and pick the next 1–3 moves that matter most.
Work The Plan
Execution without burnout. Turn your roadmap into weekly actions and build a rhythm that still works in busy seasons.
Analize Progress
Read the story in your numbers. Build a one-look dashboard so you can spot drift early and stay in control.
Reflect & Adjust
Turn insight into action. Review what happened, decide what changes to make, and update your plan with confidence.
Demonstrate Persistance
Make stewardship who you are. Build a quarterly cadence that keeps you steady—through wins, setbacks, and changing seasons.
