Appendix: Worksheets & Templates
This appendix contains all the worksheets, templates, and tools I've personally used and refined over 8 years of working with countless men to help them become Beach Fit.
These aren't just theory. These are battle-tested systems that work. Print them. Fill them out. Use them. They will change your life.
📥 Download All Worksheets:
Visit beachfit.life/resources to download printable PDF versions of all worksheets, Excel templates, and bonus tools.
Worksheet #1: Personal Vision Board / Manifest Organizer
Purpose: This is your 10-year vision, broken down into actionable steps. I worked with dozens of men to perfect this template. It forces you to think big (10 years out) and then work backward to today.
How to Use: Set aside 2-3 hours. Find a quiet space. Answer every section honestly. This becomes your North Star.
Personal Vision Board Template
My Name: ___________________________
Today's Date: ___________________________
My Core Values
List your three Core Values on how you conduct yourself in all your affairs
1. ___________________________________________
2. ___________________________________________
3. ___________________________________________
Three Year Picture
Future Date: ___________________________
Annual Revenue: $ ___________________________
Net Margin: $ ___________________________
What does your life look like in 3 years? (Describe in detail)
_________________________________________________________________
_________________________________________________________________
_________________________________________________________________
Core Life Focus
Purpose: What is your purpose on this earth? What Legacy do you want to leave?
_________________________________________________________________
_________________________________________________________________
_________________________________________________________________
10 Year Target
Where do you want to be in 10 years? (Specific, measurable, daring)
_________________________________________________________________
_________________________________________________________________
Personal Marketing Strategy
Target People You Want in your Life:
1. ___________________________________________
2. ___________________________________________
3. ___________________________________________
Three Uniques About You that makes you add value to the people you meet:
1. ___________________________________________
2. ___________________________________________
3. ___________________________________________
Proven Process - How do you charm people? What is your secret sauce?
_________________________________________________________________
_________________________________________________________________
Current Revenue Traction
Current Monthly Revenue: $ ___________________________
Current Annual Revenue: $ ___________________________
Current Net Margin: $ ___________________________
Current Personal Savings: $ ___________________________
Personal Revenue Goal / Traction
How do you get from here to there?
1 Year Plan - Future Date: ___________________________
Target Revenue: $ ___________________________
Target Net Margin: $ ___________________________
Target Personal Savings: $ ___________________________
1 Year Goals
List 3-5 specific, measurable goals for the next year
1. ___________________________________________
2. ___________________________________________
3. ___________________________________________
4. ___________________________________________
5. ___________________________________________
Rocks for the Quarter
What are you doing in the next 3 months to move toward your goals?
1. ___________________________________________
2. ___________________________________________
3. ___________________________________________
Issue List (Current Roadblocks)
What's holding you back right now?
1. ___________________________________________
2. ___________________________________________
3. ___________________________________________
Who do you need to help you?
Who is on your Team for each goal?
___________________________________________
___________________________________________
___________________________________________
✅ Action Step: Complete this worksheet within the next 48 hours. Review it monthly. Update quarterly. Your vision will evolve as you grow.
Worksheet #2: Financial Savings Proforma
Purpose: This is the exact spreadsheet I used to save my first $500K. I've helped dozens of men use this template to see the light at the end of the tunnel and make smarter financial decisions.
The Magic: When you can visualize your expenses vs. income streams, you can see exactly HOW LONG it will take to hit your financial freedom number. No more guessing. Just math.
Financial Savings Proforma Template
Step 1: Calculate Your Monthly Expenses
Be brutally honest. Include everything.
| Expense Category | Monthly Cost |
|---|---|
| Housing (rent/mortgage) | $ __________ |
| Utilities (electric, water, internet, phone) | $ __________ |
| Food & Groceries | $ __________ |
| Transportation (car payment, insurance, gas) | $ __________ |
| Insurance (health, life, etc.) | $ __________ |
| Debt Payments (credit cards, loans) | $ __________ |
| Subscriptions (streaming, gym, apps) | $ __________ |
| Entertainment & Dining Out | $ __________ |
| Personal Care & Misc | $ __________ |
| TOTAL MONTHLY EXPENSES: | $ __________ |
Step 2: Calculate Your Monthly Income Streams
List all sources of income
| Income Source | Monthly Amount |
|---|---|
| Primary Job (after taxes) | $ __________ |
| Side Business / Freelance | $ __________ |
| Passive Income (dividends, rental, etc.) | $ __________ |
| Other Income | $ __________ |
| TOTAL MONTHLY INCOME: | $ __________ |
Step 3: Calculate Your Monthly Savings Rate
Total Monthly Income: $ __________
Total Monthly Expenses: - $ __________
Net Monthly Savings: = $ __________
Savings Rate Percentage: __________ %
(Net Monthly Savings ÷ Total Monthly Income) × 100
⚠️ Target Savings Rate: Aim for 20-30% minimum. If you're below 20%, you need to cut expenses or increase income.
Step 4: Calculate Time to Financial Freedom
My Financial Freedom Number: $ __________
(Recommendation: 3 years of expenses OR $500K, whichever is greater)
Current Savings: $ __________
Gap to Fill: $ __________ (Freedom Number - Current Savings)
Net Monthly Savings: $ __________
Months to Financial Freedom: __________ months
(Gap ÷ Net Monthly Savings)
Years to Financial Freedom: __________ years
(Months ÷ 12)
✅ This is your light at the end of the tunnel. You now know EXACTLY how long it will take if you stick to the plan. No more guessing.
Step 5: Monthly Minting Meeting (Review & Optimize)
Every month, review these items and optimize:
☐ Catch any recurring subscriptions to cancel
☐ Identify transactions that need to be reduced
☐ Find charges to request refunds for
☐ Look for credit card reward hacks (signup bonuses)
☐ Review investment performance
☐ Adjust proforma based on new data
Date of Next Minting Meeting: ___________________________
✅ Action Step: Fill out this proforma this week. Put it in Excel or Google Sheets so you can update it monthly. This is your financial roadmap.
📥 Download Excel Version:
Get the full Excel proforma with automatic calculations at beachfit.life/resources
Worksheet #3: Daily Morning Journal Template
Purpose: This is my exact morning journaling practice. It takes 10-15 minutes and sets the tone for the entire day.
Morning Journal Template
Date: ___________________________
1. Daily Mantra
One powerful statement that sets the tone for the day
_________________________________________________________________
_________________________________________________________________
2. Affirmations
3-5 statements of who you're becoming (present tense)
1. I am ___________________________________________
2. I am ___________________________________________
3. I am ___________________________________________
4. I am ___________________________________________
5. I am ___________________________________________
3. Manifestations
3-5 specific outcomes you're calling into your life
1. I manifest ___________________________________________
2. I manifest ___________________________________________
3. I manifest ___________________________________________
4. I manifest ___________________________________________
5. I manifest ___________________________________________
4. Prayers
Requests, gratitude, or conversations with the Universe/God/Source
_________________________________________________________________
_________________________________________________________________
_________________________________________________________________
_________________________________________________________________
5. Gratitude List
5-10 things you're grateful for right now
1. ___________________________________________
2. ___________________________________________
3. ___________________________________________
4. ___________________________________________
5. ___________________________________________
6. ___________________________________________
7. ___________________________________________
8. ___________________________________________
9. ___________________________________________
10. ___________________________________________
6. T-Chart (Use When You Wake Up with Anger/Hate)
Write negative thought → Take 3 deep breaths → Reframe with love
| Ego Thought (Left) | Love Thought (Right) |
|---|---|
|
Write the negative/angry thought here... |
After 3 deep breaths, reframe with compassion here... |
This practice gets the negativity out of your head and onto paper. It doesn't weigh you down. It frees you.
✅ Action Step: Do this every morning for 30 days. Print multiple copies or keep a journal. Watch your mindset transform.
Worksheet #4: 90-Day Beach Fit Tracker
Purpose: Track your progress across all 8 pillars for 90 days. What gets measured gets better.
90-Day Beach Fit Tracker
Start Date: _______________ | End Date: _______________
Primary Pillar This Quarter: ___________________________
(Which one are you focusing on most?)
Your Numbers (Track Weekly)
| Pillar | Metric | Week 1 | Week 4 | Week 8 | Week 12 |
|---|---|---|---|---|---|
| Body | Weight / Body Fat % | ||||
| Emotional | Journal Days | ||||
| Awareness | Aligned Days | ||||
| Connection | Deep Conversations | ||||
| Habits | Routine Streak | ||||
| Financial | Savings Balance | ||||
| Intelligence | Books Read | ||||
| Time & Tech | Screen Time (hrs) |
Weekly Reflection Questions
Answer these every Sunday
What went well this week?
_________________________________________________________________
_________________________________________________________________
What didn't go well?
_________________________________________________________________
_________________________________________________________________
What will I improve next week?
_________________________________________________________________
_________________________________________________________________
Am I still on track for my 90-day goal?
☐ Yes, on track
☐ Need minor adjustments
☐ Need major course correction
✅ Action Step: Print this and put it somewhere visible. Update it weekly. The act of tracking creates momentum.
Additional Resources
📚 Recommended Reading List
See the full list of 56+ books organized by pillar in the Intelligence chapter.
🧘 Body Sculpting Visualization Script
Use this daily in front of the mirror:
- Stand in front of mirror (shirt off)
- See your ideal body (the best version of YOU)
- Choose ONE body part to improve today
- Visualize it tighter, stronger, more defined
- See your Beach Fit self NOW (not future, NOW)
- Bask in the confidence and energy
- Let your unconscious mind guide your actions today
Muscle Activation Throughout the Day:
- Squeeze stomach when walking up stairs
- Lift knees higher when walking (engages core)
- Do kegels while working or driving
- Tighten glutes while standing
- Activate muscles even when sedentary
🌐 Join the Community
Website: beachfit.life
Community Directory: beachfit.club
Twitter: @selfautomated
Resources & Downloads: beachfit.life/resources
🏖️ YOU HAVE EVERYTHING YOU NEED 🏖️
Now go use it. Build your Beach Fit life. One pillar at a time.