Tag Archives: Goal Setting

Our Goals Template … So Simple You Might Like it (KISS) …

This time of the year garners, new years resolutions, new goals, and all kinds of wonderful ideas for improvement in ourselves ….

Our Secret for Goals – KISS

Over the years, we have used huge, almost unlimited goals (you can insert New Year’s Resolutions here if you want) worksheets, templates, questionnaires and the like… only to be disappointed in short order, because they were so overwhelming, we couldn’t possibly meet the challenge….

KISS – Keep it Simple Silly

Shhh, don’t tell anyone, we have found a simple secret that has been working for us ….

Everyone at the office and the homestead have to participate… yes even the 13 year old…

So simple, but effective…

Tell me the at least three items you are most proud of in the past year and at least three that need improvements…

At the office we do a professional and personal version… do as many as you like, but the simplicity and positive tone seems to give it legs… at least for us!

Have a Great “Easy Goal Setting” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

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