Life Goals Worksheet

Unlock your potential with our Life Goals Worksheet Template, designed for life coaches to help clients set and achieve meaningful goals.

By Nate Lacson on Apr 08, 2024.

Fact Checked by Ericka Pingol.

Use Template

What are life goals?

Life goals are long-term aspirations or objectives an individual aims to achieve over their lifetime. These goals can encompass a wide range of areas: personal goals, career goals, business goals, and so on. They can affect aspects of life such as relationships, health, finances, and leisure. They provide direction and purpose, guiding a person's decisions and actions toward a fulfilling life.

A life goal is more than just a dream or a wish; it's a clearly defined target that requires planning, effort, and commitment. For example, a life goal could be to start a successful business, write a book, travel the world, or build a happy family.

Setting life goals involves reflecting on what truly matters to you, what you want your future to look like, and what steps you need to take to make that vision a reality. It's about understanding your values, recognizing your strengths and weaknesses, and aligning your aspirations with your authentic self.

Life goals are not static; they can evolve as you grow and your circumstances change. Regularly revisiting and reassessing your goals ensures they remain relevant and meaningful.

By setting and pursuing life goals, you can lead a more intentional and satisfying life filled with a sense of accomplishment and personal growth.

Printable Life Goals Worksheet PDF

Download this Life Goals Worksheet to help clients set and achieve meaningful goals.

Why set life goals?

Setting life goals is a fundamental aspect of personal development and self-improvement. It involves identifying what you want to achieve in various areas of your life, such as your career, relationships, health, and personal growth. Setting clear and specific goals creates a roadmap for your future, putting you in the right direction and giving you purpose.

Here's why you should set life goals:

  1. Find direction and focus: Life goals provide direction, helping you focus your efforts on what's truly important. They guide your decisions and actions, ensuring you stay aligned with your values and aspirations.
  2. Improve motivation: Having well-defined goals can be powerful, inspiring you to take action and persevere through challenges. They give you something to strive for, keeping you motivated and engaged.
  3. Measure progress: Life goals enable you to track and celebrate goals achieved. They provide benchmarks for success, allowing you to see how far you've come and what you've accomplished.
  4. Feel fulfilled: Achieving your life goals can create a deep fulfillment and satisfaction. It enhances your overall psychological well-being and happiness, contributing to a more meaningful and rewarding life.
  5. Create a legacy: Setting and pursuing meaningful life goals can leave a lasting impact on your life and the lives of others. It creates a legacy that reflects your values, passions, and contributions to the world.

Without clear life goals, you may experience a lack of direction, leading to aimlessness and a sense of uncertainty. The absence of goals can result in missed opportunities for growth and advancement. It may also lead to low motivation, as there's nothing specific to work towards. Over time, this can result in feelings of regret for not pursuing your dreams and potential. Ultimately, not setting life goals can lead to stagnation, where you are stuck in the same place without progress or personal development.

How to set life goals?

Setting life goals is a meaningful process that guides your path toward personal fulfillment and success. Here are some steps to help you set practical life goals:

  1. Reflect on your values and dream big: Consider what truly matters to you and allow yourself to dream about your ideal life. Understanding your values will ensure that your goals are aligned with what is most important to you.
  2. Set SMART goals and break them down: Make sure each goal is a SMART goal: Specific, Measurable, Achievable, Relevant, and Time-bound. Then, break down larger goals into smaller, manageable steps, keeping them from becoming overwhelming or unrealistic.
  3. Write your goals down and create an action plan: It increases your commitment to achieving them. For each goal, create an action plan that outlines the steps you need to take to reach your desired outcome. You can use our life goals planner template for this, too.
  4. Review, adjust, and stay flexible: Review your goals and progress regularly. Be prepared to adjust your goal planning as needed to accommodate changes in your life or circumstances.

By following these steps, you can set meaningful, achievable goals aligned with your values and aspirations.

How to use this template

Embarking on the journey of setting life goals can be both exciting and daunting. Our printable Life Goals Worksheet template is a powerful tool to guide you or your clients through this transformative process with clarity and purpose.

Step 1: Access the template

Begin by accessing the Life Goals Worksheet template from Carepatron's comprehensive collection. Feel free to customize it to cater to your unique needs or clients.

Step 2: Explain the form

Take a moment to walk through the worksheet with your client, ensuring they understand each section's significance and how it contributes to their overall goal-setting journey.

Step 3: Reflect on values

Encourage your client to delve deep into their core values and current reality, as this introspection will serve as the foundation for setting goals that genuinely resonate with their authentic self.

Step 4: Identify and prioritize goals

Assist your client in uncovering their aspirations across various facets of life, such as personal growth, career, relationships, and more. Guide them in prioritizing these goals to focus their energy where it matters most. You can use a goal-setting worksheet alongside our Life Goals Worksheet to make this easier.

Step 5: Set SMART goals

Help your client transform their dreams into tangible objectives by setting SMART goals (Specific, Measurable, Achievable, Relevant, Time-bound), adding structure and clarity to their ambitions.

Step 6: Develop an action plan

Collaborate with your client to create a step-by-step action plan for each goal, providing a clear path to success and empowering them to take charge of their future.

Step 7: Reflect and adjust

Encourage your client to regularly reflect on their progress and remain open to adjusting their goals and action plans as they evolve and grow.

By utilizing this Life Goals Worksheet, clients can embark on a meaningful journey toward self-discovery and goal achievement, armed with a clear vision and a concrete plan for their future.

Life Goals Worksheet example (sample)

Carepatron has crafted a sample template filled with fictitious information to demonstrate the practical application of the Life Goals Worksheet. This example is a valuable reference, illustrating how to utilize the worksheet to effectively explore and define life goals.

Download this free Life Goals Worksheet example here 

Life Goals Worksheet example

Why use Carepatron as your life coach software?

In the dynamic world of life coaching, having the right tools can make all the difference. Carepatron stands out as a game-changer for life coaches, offering features designed to enhance the coaching experience and streamline administrative tasks. Here's why Carepatron is the go-to software for life coaches seeking to elevate their practice:

  • Comprehensive client management: Carepatron allows life coaches to manage client information, notes, and progress all in one place, streamlining the coaching process and ensuring efficient organization.
  • Effortless scheduling: The platform's scheduling features enable coaches to quickly set up appointments, send automated reminders to clients, and integrate with personal calendars to avoid double bookings.
  • Secure communication: With secure messaging and telehealth capabilities, Carepatron facilitates safe and convenient communication between coaches and clients, enabling remote coaching sessions and ongoing support.
  • Integrated billing and payments: Carepatron's medical billing and coding software simplifies the billing process with features like auto-generated invoices, online payment options, and tracking of financial transactions, allowing coaches to focus more on coaching and less on administrative tasks.

By choosing Carepatron as your life coach software, you can elevate your coaching practice, streamline your workflow, and provide exceptional support to your clients on their journey toward achieving their life goals.

Ready to elevate your client's life goals and your practice? Try Carepatron today and experience the difference!

Life Coach Software
How do goals determine life choices?
How do goals determine life choices?

Commonly asked questions

How do goals determine life choices?

Goals act as a roadmap for life choices, guiding decisions and actions toward achieving desired outcomes and aligning with personal values and priorities.

What's the difference between life goals and objectives?

Life goals are broad, long-term aspirations that provide a sense of purpose, while objectives are specific, measurable steps that help achieve these goals.

What are common examples of life goals?

Common examples of life goals include achieving career success, maintaining good health, building strong relationships, and attaining financial stability.

How do you set goals in your daily life?

To set personal goals in daily life, identify priorities, break down larger goals into manageable tasks, set deadlines, and regularly review and adjust plans as needed.

Join 10,000+ teams using Carepatron to be more productive

One app for all your healthcare work