Goals & Planning

• Not having enough time with your family
• Feeling that your family lacks a unified direction
• Feeling overwhelmed and overscheduled
• Living “in a rut”

Sound familiar?  Much of this stress is a result of the failure to plan, and to define your true goals. When did you last sit down and write out your goals?  Short-term goals and long-term goals for you personally, professionally, and for your family?  If your answer to any of these questions is “never” or “seldom,” you’ve come to this website at just the right time!  And if it’s been awhile since you reexamined your goals, it’s time to take that step now.  As we change, our goals change too.  So goals have to be reevaluated continually to see if we are on track.

Goals are Your Compass to Success

Without goals, you are like a lost ship out to sea.  You would not take a family vacation without looking at a map and making plans.  Where are you going?  Which direction are you taking?  How long will it take you to get there?

Your family is like a small business.  And as with any business, you need a plan that defines your goals and how you’re going to achieve them   After all, the more meaningful and important something is to you, the more likely you are to achieve it.  Follow these steps when defining your goals:

• Focus on what’s most important to you
• Choose goals that provide you with direction
• Devote less time to less important tasks
• Be sure your goals will motivate you
• Choose goals that will give you a sense of satisfaction

For more information on setting your goals, including a sample of the Family QofL Handbook’s Goals and Planning Worksheet, go to Handbook.

Financial Goals