The 5 Things To Do For Your Year End Review

Nov 10, 2023

The New Year is always a great time to hit the reset button, find out how the past year went, and set your goals for the upcoming year. Here are 5 tips to make sure you are making progress.

Tip #1: Net worth spreadsheet - Coach Mike does this every January 1st. Updating your net worth document is key to making sure you are moving in the right direction. "What doesn't get measured, doesn't get managed"

Tip #2: Adjust your budget - Coach Jason recommends reviewing your budget and make any changes so you can anticipate increases or decreases for the new year

Tip #3: Review goals/dreams - Coach Mike loves reviewing the last 12 months, what is the trajectory, and what are some goals/dreams for the next 12 months

Tip #4: Review your insurance and investment contributions. Do your investments need to be funded before the end of the year for those tax benefits?

Tip #5: ALWAYS have fun!! Create these habits for every year end review

Come check us out to learn how you can give yourself a 10% raise (or more) without working more hours in the next 30-days, you've got nothing to lose and only your Ideal Life to gain!