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Goal Setting for SUCCESS

Goal setting can be a tricky thing if you don't have the right tools to support you. I have heard so many stories from clients, friends & acquaintances of times where they felt like they set a good goal, but found months or even years later that they did not complete it & their motivation is gone. Can you relate? If so, read on for some goal setting tips to follow. Remember, this isn't meant to be a super quick & easy process. Goal setting is about reaching the end goal, but it's also about habit changing, which takes time. So be patient, give yourself some grace, and follow these steps for successful goal setting.


~ Take long notes in a notebook, journal, get some post-its and write out short notes...do whatever you think will work for you, but you do need to write things down. Writing helps us to organize our thoughts & improves focus and decision-making.


~ Write down the areas of your life that you would like to work on. I will focus on finances here, but you can choose anything that is meaningful for you. Write down WHY you are feeling overwhelmed. Which aspects overwhelm you? What does that feeling of overwhelm cause? Are you more stressed, are you not sleeping well, are you arguing with your partner more? Try to get to the pain points.


~ Now you can write out some behaviors you think need to change in order to feel less stress around finances. So if you wrote down "budgeting" as an aspect that overwhelms you, your behavior change would be to create a budget. If you wrote down "debt payoff" as a overwhelming aspect, then tracking your spending could be a good behavior change.


~ Now you've got some great short term goals!

  1. Create a budget

  2. Track spending


Keep in mind that reaching your goals is ultimately about long term habit changes, & starting small is the key. Get some short term goals created, work on those, & then keep going. There is so much more to goal setting than I've included here, but this is a great way to start!


financial goals

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