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! 🎵
4. Big hiking trip (hopefully to Macchu Pichu in Peru if the political unrest calms) 🇵🇪
5. Sedona, Arizona Work Retreat 🧘♀️
6. Family Reunion in St. George, UT to celebrate my parents’ 50th anniversary 💕
7. England! 🏴
8. Beach Camping with the fam 🏖️
9. New Orleans 🎷
10. Boston 🏙️
====== 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:
✅ = Success
⛔ = Not quite there 😂
====== PHYSICAL ======
⛔ 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. 😬 I think it’s time for me to go back to the gym. I really benefit from the focused context.
=== PROFESSIONAL ===
1. ✅ Create Sticky Videos ’til ⛔ 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. ✅ 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 ======
✅ Mexico (Cabo – April 2022)
✅ The Caribbean – Bahamas (Cruise – August 2022)
✅ 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 ======
✅ 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 =====
✅ 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 =====
✅ 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.

Is anyone else setting any goals for 2023?
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