Maximizing Your 2024: Schedule A Vision Session

As we embark on a new year, I am excited to share with you an exercise Kaycee and I did for the first time last year.  Anyone can do it, and I encourage everyone to at least peruse the document, as it helps you reflect on 2023 and be intentional with your time and energy in 2024.  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.  

Download a template here: 2024 Vision Setting Template.pdf.

A summary of this reflective exercise is below.   

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 2023. This simple act of recognition fosters gratitude and strengthens the bonds that matter most to you.

Reflecting on 2023: A Holistic Approach

As we delve into the reflection on 2023, 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 2024: Setting Intentions for a Fulfilling Year

Now, cast your gaze forward. Envision the life you desire in 2024. In each category – family, fullness, fun, finances, business, and life lessons – set tangible goals and intentions. What milestones would you like to reach? 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 2024 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.  

Wishing you a prosperous and fulfilling 2024,