It’s the start of the year where many organizations and individuals set goals to kickstart the year on a positive note. Over the years in Financial Services, I went through many different types of goal-setting. Although there are hits and also misses, the presence of a written plan is important to provide the general direction and guidance. Being a Learner, I had been extracting and condensing methods from different coaches and books, and adapting it into my style. In this article, I would like to share my own goals at the macro level, and in the subsequent weeks, explore each and every one in details.
Whole Person
I always believe we need to have a balance in the different aspects of our life. For myself, there are 3 major areas where my goals belong to – Family, Personal & Career. However, instead of using a 1-Year timeline, I like to think backwards from a 3-Year timeframe, where it doesn’t feel too rush (and big), nor too long and emotionally detached. After which, I would breakdown the timeline into quarters ie 3-Year = 12 Quarters. For my situation, I modified my timeframe a little to Sep 2025, where I would turn 45, a good milestone check for me.
Link -> Dan Sullivan Question
The key question I ask myself at this stage would be, “Imagine I’m 45 now and I am looking back the last 2yrs, what has have to happen for me to feel happy about my progress?” With that in mind, it gave me 7 “obstacles or commitments” to work on, of which if overcome when I turn 45 would make me a very happy person. In no particular order, my most immediate goals would be – Learning (1 Book per Month), Moderate Alcohol Intake, 3-hour Marathon, (Onboarding Clients Onto) The Clarity Program, Increasing my FUM, Miracle Morning, and (Increasing) Social Media Presence (But Limiting Usage).
Commitment -> Courage -> Capability -> Confidence
My 7 Commitments are based on the “The Strategic Coach” 4Cs concept on how to always increase our confidence. To gain a new set of capability and to have confidence in that task, we first need to make a commitment and go through a period of courage (of learning), which does not feel good and that we have to get out of our comfort zone.
Link -> How To Always Increase Your Confidence
A Commitment Every 90 Days
In order not to intimidate ourselves, we can give each tasks a period of 90 days to improve on. For my timeframe, I have exactly 7 quarters to until my target Age of 45 to work on. Since I have 1yr and 9mths to be a “better and happier” person, I feel more comfortable to start taking small steps to work on the obstacles that are preventing me to get to the situation I want to be in at 45.
Link -> 25 Year Timeframe
In the following weeks, I will dive deeper into each and every “Commitments” I made and put together the ideas, systems, process and actions that I will take courage to achieve it.
PS: Do you also share similar goals? Many of my learning and ideas are derived from The Strategic Coach. Do have a look! Thank you!
Wee Khai,
Chartered Financial Consultant
“Your Journey to Financial Clarity”
Wee Khai 