Maximize Your 2025: Hold A Family Vision Session

As we embark on a new year, I am excited to share an updated 2025 Family Goal Setting template.  It is an exercise Kaycee and I have done for a couple years now, and will continue to do as we have found value in the dedicated time and communication it facilitates.  It helps reflect on what went well in 2024, and outlines where you would like to spend your time and energy in 2025.  At a minimum, I encourage you to peruse the four page document as I think it is important to reflect on the wins and losses of the past year.

We thoroughly enjoyed the exercise and made a date out of it.  You can tackle it however works best for you.  We each had a printed copy and then after finished, we went through it together.   

A summary of this reflective exercise is below.   A template can be downloaded here: Family Goal Setting - 2025.pdf.

Quarterly Highlights: Celebrating Success Together

The document begins by prompting you to jot down the highlights and wins within your family, work, and friendships for each quarter of 2024. This simple act of recognition fosters gratitude and strengthens the bonds that matter most to you.

Reflecting on 2024: A Holistic Approach

As we delve into the reflection of 2024, consider the broader spectrum of life. Look at your achievements and experiences in family, fullness, friendships, fun, finances, business, and life lessons. What stands out? What have you learned? Taking a comprehensive view allows you to appreciate the interconnectedness of these aspects.

Looking Ahead to 2025: Setting Intentions for a Fulfilling Year

Now, cast your gaze forward. Envision the life you desire in 2025. In each category – family, fullness, fun, finances, business, and life lessons – set tangible goals and intentions. What milestones would you like to reach, both individually and as a family? What experiences do you want to cultivate? This exercise not only shapes your aspirations but also provides a roadmap for our financial planning to align with your life goals.

Completing this 2025 Vision Session is not only an investment in your financial well-being but also in the richness of your life and relationships. I am confident that by actively engaging in this process, you will gain valuable insights in what’s important to you and your spouse.  

Happy New Year! May 2025 be filled with good health, laughter, and continued prosperity,