What if a single sheet of paper could end most of the money fights in your marriage? Sean Kirby walks through the Master Dream List, the one-page tool his dad has used since 1982 to keep couples aligned on the long-term goals that actually matter. It's the document that stopped Sean from buying a pool he couldn't afford, and it's the same document he hands every young couple who walks into Performance Financial.

KEY TAKEAWAYS:

⚡️ The Master Dream List is built on five prompts: I want to be, I want to learn, I want to do, I want to go, I want to achieve. Five lines. One sheet. Dates next to each item.

⚡️ Couples fill it out independently first, then merge into one shared list. The combined list becomes the burden of proof for every future spending decision.

⚡️ "Plans are in pencil. Goals are in ink." Reassess plans yearly. Keep the goals constant.

TIMESTAMPS:

00:00 — The Pool Question That Saved Us Thousands

00:55 — Robbing Peter To Pay Paul

01:24 — The Master Dream List Explained

02:20 — Why Couples Fill It Out Separately

03:12 — What's Our List Say

04:41 —Point To The Document Not The Person

06:25 — The Generation Shift From Stuff To Stories

07:20 — Reassess Every Year

07:49 — Goals In Ink Plans In Pencil

CONNECT WITH US:

👉🏻 Email: sean@performancegroupindiana.com

👉🏻 Website: https://performance.financial/

👉🏻 Facebook: https://www.facebook.com/PerformanceGroupIN

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