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Create Your 2018 Money Boss Vision

January, 08 2018 by Katie

You need a vision or plan to Be The Boss Of Your Money!

Dr. Stephen R. Covey, the author of The 7 Habits of Highly Effective People, identifies the 2nd habit as “Begin With The End In Mind”. I have always resonated with this idea. I think it can be very easy to go through each day making many decisions almost unconsciously, but when I read this Habit it was an immediate “aha” moment for me! What if instead of sleepwalking through life we had a clear destination and mindfully made decisions to get to this destination each day? With this Habit as my inspiration, each year I create my annual vision.

I start my vision process by reflecting on the prior year. I like to reflect on what was going on for me in each area of my life including Health, Family and Relationships, Career and Personal Development and Spirituality.

Then, I ask myself:
• How was my year?
• What were the highlights?
• What were the painful moments?
• What were the lessons I learned or what did I create from these moments?

Once I have reflected on my year I sit down and I write out a list of the top 25 things that happened in my year.

Then, I make a list of all the things I want to leave behind and not bring with me into the new year. This year the biggest thing I wanted to leave behind was guilt and people pleasing! Neither of these behaviors serve me or those around me and will not help me realize my dreams!

After completing the steps above, I am ready to think about the future. To begin planning for this upcoming year, I ask myself a few questions to determine what I value:
• Who and What is important to me?
• What do I want to create more of this year in each area of my live (Family and Relationships, Health, Career and Personal Development, and Spirituality)?
• When do I feel most alive and authentically me?
• How can I create more of this feeling?

For this week go through these steps to have a good idea of what you want to create in the upcoming year and use these reflections to set your goals.

I am excited to hear about what you are leaving behind as we start off this year and what you want to create! Share with me in the comments or by emailing me at Katie@MonarchFinancialCoaching.com!

xx,
Katie

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