Overall goal assessment for 2016 is that I give myself a C on all fronts. Some progress but not significant progress on all fronts. The biggest achievement of the year was surviving a layoff proactively and landing a new position at a company that is a better fit for me within 3 months. (This is significant, but isn't nearly as good as having great success at my job and passing the CFP exam.)
As I mentioned in an earlier post, I did make progress reducing debt and increasing my net worth. My exercise progress was good from January until an injury on March 5, then when I finally went to physical therapy during June and July, I got back on track and am being more consistent again, but I was totally off track for March, April, and May. And while I did get my house presentable enough to have guests over a couple of times (something that I would have been ashamed to do the previous year), I didn't do any real decluttering, as in getting rid of stuff. There's still a bedroom (the master bedroom, in fact) that is just a storage room. I really do want to GET RID OF THINGS this year. I am targeting the spring for this project: late April, May, and June, when the weather and sunshine will motivate me, and the burden of tax season is behind me.
I read a blog post by James Clear, who talks about the "3 burner theory" and work-life balance. The theory is this: We have four burners we try to juggle: work, health, friends, and family. And just as a chef will struggle if they try to cook complex dishes on all four burners at once, so we can't tackle big goals on all four fronts at the same time, or we become less effective. Clear suggests that we tackle 3 or even better just 2 big goals at any one time.
So while I do have a more detailed list of 20 goals, I've just put the big 3 in the sidebar. Work and Health are the big two, with a focus on decluttering selectively in Q2.
Some of the other specifics that I hope to tackle this year are getting a passport (since PA drivers licenses won't be accepted for even domestic air travel after January 2018), getting estate documents in place, and visiting my sister in Los Angeles, who I haven't seen in 3 years now.
I also want to take two B&B weekends, one in the spring and one in the fall, plus go to a conference paid for by work. If they will pay for my CFP exam review, I'll do that in lieu of a conference; if not, there's a conference in Salem MA in July that tops my list but it's a bit expensive, so I have to do more research for alternatives. (Plus the company as a whole does an annual retreat at company headquarters in Richmond VA every November.)
I think of my goals as investments in my human capital. While I really haven't invested signficantly in the interpersonal domain in quite a while, I'm going to delay focusing there for one more year. If I can make significant progress this year on the work and health fronts, then in 2018 and beyond, I'd like to start investing more in the interpersonal domain, something that I've largely neglected since my last romantic relationship ended in 2009. (I also neglected the domain during my 30s as well.) Hopefully I'll assess myself a year from now as being in a place where I can make a change of focus.
2016 Goal Assessment, 2017 Goals, 3 burner theory
January 2nd, 2017 at 09:48 pm
January 3rd, 2017 at 12:58 am 1483405120
January 3rd, 2017 at 02:26 am 1483410400
January 3rd, 2017 at 03:10 am 1483413017
My nephew has just had a horrid eye opener as he cleared his late mom's condo, getting it ready to sell. Her beautiful, well cared for furniture and accessories had offers of $5. The special, English, famous brand, china place settings selling at $ 94. at better stores today, had no offer what-so-ever.
January 3rd, 2017 at 05:15 pm 1483463732
January 3rd, 2017 at 11:32 pm 1483486379