When Your Plan Doesn’t Go as Planned

Feb 12, 2019

In my last blog post, the message was clear – take the proper time to organize your thoughts on the proper planning and execution needed to reach your goals.

I received a lot of positive feedback about that post (thank you, by the way), but also received some pretty alarming feedback from one of my peers. He said, “I worked my tail off last year, and let me tell you, I didn’t hit ANY of my goals.” I took this as an opportunity to eat some of my own cooking. I responded with a couple of questions; namely, “Did you organize your goals?” and “Were your goals obtainable to begin with?”

As we got a little deeper into the conversation, it was clear that he was slightly over-exaggerating his inability to meet all of his goals, but he missed the mark on some big ones (not passing the CFP® exam, for example). It got me thinking about how business planning, personal planning and everything in between doesn’t always play out perfectly.

These things take time

Consider the countless young financial advisors who have dreams of making it onto Financial Advisor’s 10 Young Advisors to Watch list or Forbes Top 1000 Next Gen Wealth Advisors – only to realize finding success in this business isn’t easy. I’ve mentioned before that *some* millennials are patient and willing to perfect their craft.  But like most things in life, it takes time.

Some professional goals don’t neatly fit into a 12-month time period. For example, not passing the CFP® exam isn’t a linear goal. If you didn’t pass, you can take it again – it just means it didn’t happen within the time period you planned.

I’m curious to what our readers have planned for 2019. What are some of the goals you have (personally and professionally)? How have you chosen to organize those goals? What are some of the headwinds you see in reaching your goals, and how are you addressing them?

If you can’t already tell, I’m pretty into the idea of goal setting and organization, so I’m excited to hear what my peers are doing.

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