Maximize Your 2026: Hold a Family Vision Session
As we start this new year, I’m excited to share an updated 2026 Family Goal Setting template. This is an exercise Kaycee and I have completed for several years now, and we plan to continue using it because of the value we’ve found in the dedicated time and intentional conversation it creates. It allows us to reflect on what went well in 2025 and to be thoughtful about where we want to focus our time and energy in 2026. At a minimum, I encourage you to browse the five-page document. It’s a great opportunity to pause and reflect on both the wins and challenges of the past year.
We took this opportunity and turned it into a date night. You can approach it in whatever way works best for you. Maybe even during a weekend getaway if that’s an option. We each completed our own printed copy and then sat down together afterward to talk through our thoughts and goals.
The full template can be downloaded here. Family Goal Setting - 2026.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 2025. This simple act of recognition fosters gratitude and strengthens the bonds that matter most to you.
Reflecting on 2025: A Holistic Approach
As we delve into the reflection of 2025, 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 2026: Setting Intentions for a Fulfilling Year
Now, cast your gaze forward. Envision the life you desire in 2026. 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. Personally, if I don't get this down on paper, it just doesn't happen.
Completing this 2026 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! I hope 2026 will be filled with good health, laughter, and continued prosperity,
