2024 is half over. How are you tracking?

We’re halfway there and I’m not even to my 2024 goals… 

…and that’s okay. (It’s also okay if you’re in the same boat.)

In January, my goal for the year was to hire 6 teams of financial planners and 10X our monthly recurring revenue.

After a series of missteps, we’re now on track to have ONE team in place by the end of the year.

At our current growth rate, we’ll grow our MRR by ~50%.

And you know what? That doesn’t suck.

If you’re reading this, there’s a great chance you’re wired as a high achiever, and people like us tend to set really aggressive goals…

…goals that fall into the “shoot for the moon, land on the clouds” category.

A healthy frame for landing on the clouds is to be stoked, not disappointed that you’re not on the moon.

Our members who are most concerned about hitting their financial goals – especially achieving Financial Zen nice and early – are the ones who actually do. 

They’ve all heard me say “The fact that you’re even concerned indicates that you’ll get there. The ones who aren’t concerned are the ones who actually should be.”

So as we round the bend to the the second half, frame your financial goals with what you HAVE achieved, not what you haven’t and then readjust.

Whether getting that promotion, 2Xing your savings rate, or bringing down your expenses, focus on the distance you’ve closed to those goals, not how far away you are.

For Financial Zen, we’ve adjusted our stretch goal to having 1 team in place, the second being recruited and doubling our monthly revenue.

“If you have a bad morning, don’t have a bad afternoon.”

Let’s make it a great second half!