2023 Goals (+ how I did on my 2022 Goals)

2023 GOALS:

====== PHYSICAL ======
Join a gym and strength train 2x week.

=== PROFESSIONAL ===
1. Make a self-paced version of my investing course, so I can help more moms feel confident about their investing/long-term financial plans.
2. Grow to 10k Instagram followers so I can network with more mom accounts to have a greater impact.

====== TRAVEL ======
1. Aulani with the Kids
2. Disneyland to celebrate my son’s 12th birthday
3. Las Vegas to see Adele! ๐ŸŽต
4. Big hiking trip (hopefully to Macchu Pichu in Peru if the political unrest calms) ๐Ÿ‡ต๐Ÿ‡ช
5. Sedona, Arizona Work Retreat ๐Ÿง˜โ€โ™€๏ธ
6. Family Reunion in St. George, UT to celebrate my parents’ 50th anniversary ๐Ÿ’•
7. England! ๐Ÿด๓ ง๓ ข๓ ฅ๓ ฎ๓ ง๓ ฟ
8. Beach Camping with the fam ๐Ÿ–๏ธ
9. New Orleans ๐ŸŽท
10. Boston ๐Ÿ™๏ธ

====== SERVICE ======
Keep volunteering for kids’ sports and schools.

===== PARENTING =====
I asked my kids and this was their #1 ask:
Get back to quarterly “late nights” (Each kid takes a turn staying up after bedtime to play a game, have a treat, and chat.)

2022 GOALS:

โœ… = Success
โ›” = Not quite there ๐Ÿ˜‚

====== PHYSICAL ======
โ›” Sunday Eccentric Strength Training.
This goal was my biggest flop of the year. I was not consistent. I think at-home strength training isn’t a good fit for me. ๐Ÿ˜ฌ I think it’s time for me to go back to the gym. I really benefit from the focused context.

=== PROFESSIONAL ===
1. โœ… Create Sticky Videos ’til โ›” 1k Email Subscribers
Effective “Sticky” Videos: I worked really hard on these and was really happy with the videos I created to go along with each Money Fit Challenge.
Email Subscribers: I did it! ‘d be really close to this goal, but I removed inactive subscribers.

2. โœ…ย Develop course
I’m really excited to have launched my first investing course. It officially begins the end of January 2023, but I completed the presale. My goal was 10 presales, but I’m so excited to announce that so far 33 people will be joining the fun!

====== TRAVEL ======
โœ…ย Mexico (Cabo – April 2022)
โœ… The Caribbean – Bahamas (Cruise – August 2022)
โœ… PEI (Prince Edward Island with my mom! September 2022)
Not in my goals, but I also went to:
– Orlando (FinCon for work — it was amazing!)
– Austin City Limits Festival with my friend Sarah
– Beach camping with family/friends
– Utah 2x to visit family and friends
– Morro Bay with friends
– Yosemite with my mom

====== SERVICE ======
โœ… Volunteer for kids’ activities
I am the room parent in Graham’s kindergarten class and help with math in Miles class.
For sports, I was the team parent for Miles’ baseball team. I also joined the board for his Little League.

===== PARENTING =====
โœ…ย  Use play and humor with kids daily.
I get a lot of “Mooooooom” groans for this, but I definitely make sure my kids know I’m not also super-serious.

===== LEARNING =====
โœ… Take an Improv Class.
I’m so glad I did this! It definitely took me way out of my comfort zone and it was more fun than I expected.

        ย  Is anyone else setting any goals for 2023?

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        Financial Coaching Lisa Schader

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