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There are lots of things that matter to you. If I asked you to list off the things in your life you care about, it might be a long list. When I coach people, part of my job is to figure out where we need to focus. To sift through things that matter but are in a good place vs things they really want to create some change around. This is a really helpful question to see what rises to the top.

By this time next year, what has changed in your life?

It’s a question you can ask yourself in 5-10 minutes. Often 2-4 things come out as strong. From the laundry list of things you care about, there are generally just a few things that are pressing for change.

Their business or income.

Their fitness or weight.

Their recreation or schedule.

Their debt or net worth.

Their passion projects.

Their relationships or family.

I wrote how we should “Show up, Lean In or Drift” in different areas. It’s helpful to know which areas of life are in which stage.

The few things that you really want to see different by this time next year are the ones you should lean into.

There are a lot of things in my life that are really important to me, but those things are doing great. Right now those things are my kids, travel, and my marriage. They are in a great place. I’ll keep showing up, but I don’t need to lean in this year. There were years where each one of those was my entire focus.

How to Get Started!

It’s not enough to know that you want to focus somewhere. Below is the step-by-step process I use with clients to go from idea to making stuff happen!

What do those areas look like?

I always love to have people talk through the idea. What does it really look like? How do you feel about it? Why are you happy about this? What does this make better? Put some words around it.

What are the habits and schedule?

Knowing what you want to see happen is only the first step. The rubber hits the road in your habits and schedule! This is where you will see if people are serious. Your habits and schedule need to support the change you’re looking for. Try to smooth out anything that is in conflict. For example, if you want to pay off some debt and lose some weight, you might need to hit pause on eating out and start cooking at home more.

If you want to start a business or serious hobby, you will need to find the hours in your calendar. I always double check people’s goals with their calendar. There’s no point to set a big goal if your starting schedule will starve it. Because things always take more time than expected. And time disappears with stuff that comes up rather than time unexpectedly opening up.

Your habits also need to support your goals. If your goal is to improve your marriage, habits like talking for a few minutes right after work, being affectionate or using kind words, go a long way. Daily habits are a powerful force, for good or bad!

Do you need to change your mindset and budget?

It’s almost impossible to create real change in your life if your mindset is always working against your goals! The way you see things and the thoughts you think need to support your goals.

The two most common places I see people hide is in their budget and schedule. “I’m just SO busy.” or “I’d love to, but I’m not sure I can afford it.” Those things might not be ideal for your goals. But there are probably ways to shift both to where they better support your goals. That’s code for: don’t spend so much time and money on stuff that isn’t on your Lean In list! 

It’s OK to hit “pause” on some of your spending habits while you lean in. Once you hit this goal, you can always add it back in.

What are the needed elements? Tools, resources, people?

Are there books you need to read? If you want to get in shape is there a few friends who would do a step challenge with you? If you want to start investing in rentals, is there an investor meet up you can attend? If you want to pay down debt, is there an expense tracking software you can use? Are there specific people or groups of people who will cheer on your progress or that you can ask questions?

How will you problem solve when you get stuck or discouraged?

Everyone needs a bit of clarity, accountability, or encouragement at some point. Create a plan for that in advance. Don’t wait until you feel stuck or discouraged to try to find the support you need!

Action steps?

Once you know where you are going, what are the next steps that will create progress? Just pick the next few steps. Steps that you can manage in 1-3 hours. If you make the step too big, you’ll just procrastinate. I don’t know about you, but I never magically have 8 free hours. 

So, what would you love to be different this time next year?

It’s a great question to start with! Once you have that vision, you can really dig into all these other questions. Vision for your life is essential, but then it need to be backed up with your schedule, actions, habits, budget, mindset and needed tools or people. Print this page out and take it with you on a long car ride, or walk or coffee out with a friend or partner. Talk through it. If you want other free resources to help you think through these ideas I have a free 10-day course! 10 days to Intentional Living.

I have two online communities that I created specifically to help people go from “that’s a cool idea” to “I’m doing the THING!”

Each month we have a live teaching call (that’s recorded for playback later) with an expert in their field. Then we have weekly prompts over the next weeks to help you explore the idea further and get the ball rolling. Plus there are monthly community calls for feedback, friendship and to help you get unstuck!

Adventures to FI is for people on the path to Financial Independence. We cover topics like Geo-Arbitrage, CashFlowing your FI lifestyle, Getting Started in Rentals, and Passive income. There is intro pricing for the first 50 members! 

Wifi&Tea is for women entrepreneurs who are creating their best work and building their best lives! It’s geared for freelancers or service-based businesses that are looking to grow or diversify their income.  And we are having a live event first weekend in May! (6 spots left!)

Both communities have limited spots to help everyone get to know each other and build real community. (100 or less per group!)