Reflections on 2017

The week of limbo between Christmas and New Year’s is a time of reflection. 

Think about what you accomplished in 2017.  Also, what didn’t you get to?  I find this simple exercise often births the following year’s goals. 

Accomplished: Financial Zen Education.   I sent my educational newsletter every Thursday for 52 weeks.   Not only did I create a year’s worth of content for people’s reference in the future, but hopefully my readers learned a thing or two along the way. 

Didn’t get to: Hiring an assistant.  Between new clients, retiring clients and everything in between, I was too busy to hire an assistant (who ironically would free up my time). 

Accomplished: Mediated 365 times.  It helped keep my head on straight working 80 hours a week. 

Didn’t get to: Guitar lessons.  I still practiced every day, but never leveraged an expert.

Accomplished: Saved 20% of my earnings.  Between a ring, a wedding and a honeymoon, it won’t all go to retirement, but I saved 20% nonetheless.

Didn’t get to: Automatic savings.  The 20% I saved was me moving money every month.  I know I could have saved more if I had automatically transferred money to my savings account every month.

Accomplished: Got my CFP credentials.   $5,190.   21 months of college-level study.   6,000 hours of experience.   And 12 years in the making.

Next week, I’ll reflect on what I want to accomplish in 2018.

How’d your 2017 go?  Write me back and let me know!  I would love to hear all the wonderful things you accomplished last year!