Goal Achieving Check-In

Goal Achieving Check-In

It’s already the end of the first quarter of 2021. How are you going with some of the goals you wrote down from our series back in January?

It was called Goal Achieving, we looked at write it, cost it, track it. Well, as I said, we’re into the first quarter now, we’re at the end of the first quarter. So this is a great opportunity to start tracking the things that we set out from the start of the year.

Goal Achieving Check-In

Maybe some of the short-term goals, you can tick off and say, yep, I’ve done that. Or maybe some of the medium and longer-term goals we’re still working towards and we’re making progress. Perhaps, maybe this is not the case and life has just got so busy or we’ve had to put things off because of whatever’s going on in our life.

Use this opportunity over Easter, hopefully, you’ll be taking a break and being able to reset and refresh your mind a little bit. Think about the future again. For those people who do need to set some new goals and start achieving them, use this time for that. But for people who are on track, use this opportunity to adjust and massage some of the timelines or some of the milestone markers that we’ve set out for ourselves along the medium and longer-term journey.

As life happens we want to make sure that we’re flexible enough to adjust and still achieve our goals at the end of the day. Perhaps your family looks a little bit different now than what it did at the start of the year. Maybe your financial situation or your work situation has changed. When these big changes come through we want to make sure that we’re still able to achieve our goals, but we may have to lay out a different pathway to get there. If you’re looking for help with any of your financial goals, particularly when it comes to looking at what you might be able to achieve in the future or investing for the future, reach out and start a conversation.

I’m Luke Hanson, Financial Adviser, and Director at My Financial Design.