6 Goals Categories – My Annual Getaway & Personal Planning Session (2020)

Annual Personal Planning Session

Around the New Year, I go away from my house and family for a night for my Annual Personal Planning Session. I used to just set these goals at home, which worked great. But there’s something about getting away from my usual space that invigorates both my creativity and my motivation, which helps my goal setting. I look forward to it every year. My husband travels enough to have hotel points but without that, I think I’d stay at the cheapest hotel I could find because I just shut myself in my room, eat fast food, and work.

Goal Planning, Goals, Goal categories, moms night away,
Enjoying my quiet night away

First I,

  1. Review last year’s goals, then I
  2. Set goals for the coming year
  3. Put my goals into my weekly calendar/project management system (I learned my productivity system from my STEP program (affiliate link)

I started doing goal categories back in 2013 when I read a friend’s blog, so I thought I’d share my goals here to keep the domino effect going . . .

 Goal Categories

I love having goal categories. Setting one goal per category helps me move towards the person I want to be without getting overwhelmed by having too many goals in one category (e.g. health). My goal categories have changed over the years, but right now I set one annual goal in each of these categories:

  • Service
  • Parenting
  • Physical
  • Learning/Talent
  • Professional
  • Travel

My 2020 Goals:


  • Hold a spring photos fundraiser for Supporting Mamas to raise money for perinatal mood disorders

I’m also a photographer and as a postpartum anxiety/insomnia survivor who received a lot of love and support, I’d love to pay it forward.


  • Give warm greetings and hugs in the morning, after school, at bedtime


  • Train for and complete a sprint triathlon.

My husband did his first half-Ironman last year, so I thought it’d be fun to show some interest in his hobby. My knees can’t handle more than a 5k, so sprint distance it is!


  • Start learning the guitar! Post a video at the end of the year to show my progress.
acoustic guitar
My Christmas present Ramona. Named after a song by my favorite band Guster.


  • Post 100 articles on Money Fit Moms

Each post takes me for-ev-er, so this will be my stretch-goal for sure . . .

Lastly, my favorite category,


  • Go to Austin City Limits music festival

I love concerts, so this is a definite bucket list item for me.

Review of 2019 Goals

Color Legend: Accomplished. Did Okay. Fail.


  • Be more involved in kids activities: Classroom Reader and Team Mom

I was a Team Mom for basketball. Also, I’ve been reading in both classrooms for the program that teaches social/emotional intelligence every month. It’s a great experience and I love it.


  • Spend 6:15-6:30 pm before making dinner bonding with kids.

Eh. Honestly, I kind of forgot about doing this specifically. But I’ve been doing better at putting everything down and getting down on the floor to build a train track or play a game of Candyland.

Here’s my littlest making graham cracker houses. I’m not a “crafty” mom so I had to dig deep for this precious moment.


  • Train for and complete the MS Century Bike Ride — 100 MILES!
cycling, #bikems, Harmons Best Dam Bike Ride, century
I will probably never stop feeling proud of this one. Many thanks to everyone who supported me in this one, especially my husband, my mom, and everyone who helped me raise money for #bikeMS.

Learning/Talent Development:

I fell off the wagon on this one. But I did listen to a lot and have made some progress on my Spanish.


  • Study personal finance and personal growth, start to develop a web presence 

Money Fit Moms was created out of a desire to make the world a better place. Unfortunately making a website people will find involves a lot of work and self-promotion. It’s been an uphill battle (emotionally and otherwise), but I’ve made steady progress. Last year, I earned an additional certification as a Personal Financial Education Instructor. I also completed the majority of a blogging course and created a functional blog (this one!). Money Fit Moms also has pages on InstagramFacebookPinterest, and a growing email list.

One Nagging Task:

  • Save half the money needed to re-landscape our yards

So this one is sort of wiggly because we were not expecting to move this last year. So, we do have a new backyard . . . and a new house. And we love our new backyard, so consider this done!

A work party we hosted
bbq grill, handsome husband
My husband in his element: at the grill


  • Take surfing lessons

Also, sort of wiggly. We took a more chill approach to Hawaii this year and didn’t manage surf lessons, but I did learn how to wake surf in Lake Powell, so I’m counting it!

wakesurfing, powell, goals

And those are my goals!

✅ Did anyone set any goals this year? Let’s discuss on Instagram and Facebook.