Clarity leads to confidence — and this workbook helps you find both.

The Values & Goals Workbook is designed for new and growing virtual assistants who want to align their business with what truly matters. Through guided exercises based on The Values Factor by Dr. John de Martini, you’ll define your highest priorities, write your “why,” set realistic goals, and determine your ideal income, workload, and client number.

It’s part mindset, part strategy — and 100% aligned with your growth.

What’s inside:

✔️ Values identification worksheet with 14 reflection prompts

✔️ “Your Why” section to discover your long-term motivation

✔️ SMART goal-setting for 5 years down to 30 days

✔️ Numbers section: rates, revenue, client capacity

✔️ Final alignment tool to check that your goals reflect your values

✔️ Ideal for new VAs, business pivoters, or anyone starting fresh

Use this workbook to build a business that actually feels like yours.