Business, Career & Studies: Is your career where you want it to be by now?

Are you heading

in the right direction?

Finance & Wealth: Are you earning enough income to satisfy your current needs? Are you
financial setup for future growth in wealth?

Health & Fitness: How physically healthy are you? Are you satisfied with your level of
fitness? Are you satisfied with your diet?

Social & Friends: Are your friends supportive of you? Are you engaging friends and
socializing to your satisfaction levels?

Family: Is your family supportive of you? Are you supportive of your family?

Love: Do you feel loved? How often are you expressing love to others?

Recreation & Fun: Are you enjoying your life and making it fun? Are you satisfied with the
level of activity that you do?

Contribution: How would others rate your contribution to society or them as individuals?

Personal Growth: How focused are you on personal growth? Are you satisfied with your
direction? Are you trying new experiences and seeking to learn?

Spiritual: How connected are you to the inner and outer world? Are you satisfied with your
relationship with your spiritual being?

Self-Image: Do you think of your abilities highly? Do you respect and love yourself? Do you
appreciate yourself?

PHYSICAL
___Appearance—I look my best
___Overall health
___Fitness level
___Healthy diet
___Regular exercise
___Optimal weight
___Flexibility
___Strength training
___Enough energy to do what I need to do each day

PROFESSIONAL
___Passionate about my career
___Advancing in my industry
___Growing professionally
___Challenged by my work
___Doing what I want to do
___Expert in my field
___Performing at a level of excellence
FINANCIAL
___Current income level
___Good credit
___Balanced budget
___Current savings
___Current net worth
___Level of debt
___Clear investment strategy
___Financial security
___Enough money to do what I want, provide for my family, travel, decorate my home,
support causes I care about, etc.

PERSONAL
___Have fun in my life
___Take great vacations
___Travel to places I want to go
___Take time for myself
___Live in a nurturing environment
___Love where I live

MENTAL/EMOTIONAL
___Personally growing and learning
___Not easily angered
___Happy, whole, and complete
___Fear does not control my life
___No unhealthy addictions—smoking, alcohol, drugs, etc.
___Live with gratitude
___Feel loved and supported
___Practice forgiveness

GIVING BACK/LEGACY
___Contributing time to others
___Donating money to causes I care about
___Feel like my life matters
___Making a difference
___Clarity on my life’s purpose and passion
___Actively support a cause I care about

RELATIONSHIPS
___With my family
___With my spouse
___With my children
___With my parents
___With my siblings
___Romance—involved in healthy, growing relationship
___Great friendships
___Mentors to learn from
___Spend my time with people I love and care about
SPIRITUAL
___Actively growing spiritually
___Regularly pray/meditate
___Involved in a spiritual community
___Expanding faith
___Regularly express love to others
___Live in peace

Important questions and actions:

Part 1: Reflection and assessment.

 If I had to sum up this last year in 5 words, what would they be?

 What did I enjoy most this past year? Why?

 What results/experiences would I like to repeat next year?

 What did I find most frustrating? Why?

 What went well this past year?

 What did not go well this past year?

 What were my top 5 (or more) lessons learned?

 On a scale of 1-10, how would I rate my ___ (professional life, personal life,
friendships, finances, spiritual life, etc.)?

o Follow up question: What would it take to make it a 10/10?

 What do I feel is missing in my life? What would fill the void?

 Review notes and goals from last year’s reflection if applicable.

Part 2: Intention and design.

 What 3 things would I have to accomplish next year to feel like the year was a
success?

 What will the theme of my next year be? (Can be a word or short catchphrase)

 What should I learn more about? (both professionally and leisurely)

 Based on this past year, what has held me back the most?

o Follow up question: How can I better combat this challenge so the same issues
do not hold me back in this upcoming year?
  Set 5 goals in the following areas: professional, personal, family, friendships,
finances, spirituality, etc.

 In an ideal world, how would I describe my life: a) at the end of next year b) in 3
years?

Part 3: Follow up and accountability

 When will I schedule the next appointments with myself to check-in on my progress
and direction? (I suggest scheduling a minimum of 3 appointments during the year)

 If I fail to meet a scheduled appointment, I will ____ (give up TV for 2 weeks, donate
$200 to X charity, etc.)

 I will remind myself of my year’s objectives by ___ (reviewing my goals every

Monday night / keeping my notes on my nightstand / asking a friend to hold me
accountable, etc.)

 I will hold myself accountable to my goals in other ways by ______. (Be creative –
the more interesting, yet simple, the more effective)

 When I accomplish _____ goal, I will reward myself by ___.