Reflecting on the Past Year and Setting Intentions for the Next

Feb 1

It's important to take the time to reflect on the goals you set for yourself in the past year and assess your progress. This reflection can be a valuable tool in understanding what worked well for you and what areas may need improvement. It's also a great opportunity to re-evaluate your priorities and make any necessary adjustments to your goals for the year ahead. In this episode, we will be reviewing our goals from 2022 and setting new intentions for 2023.

Listen in as we explain the internal changes we made in our business this year to ensure we are serving our clients to the best of our ability. You will learn how to make SMART goals, the importance of having boundaries and some tips to be more orderly in your life. Remember, by setting clear and actionable goals, you'll be better equipped to make progress and achieve the things that are most important to you.

What You’ll Learn:

What we changed in our firm to better serve our clients.
How we have started making more “snack-able” content.
Why we decided to bring in an in-house CPA.
Which personal goals we achieved this year.
What SMART goals are.
Why setting boundaries is essential for success.

Ideas Worth Sharing:

“It’s good to set goals. It’s even better to check in on them and hold yourself accountable.” - Fiat Wealth Management
“You can’t have any true freedoms in life without boundaries.” - Fiat Wealth Management
“At the end of the day, every year is about being better than the last.” - Fiat Wealth Management