Shepherd Wealth & Retirement - January 2018






MAKE GOALS THAT STAND THE TEST OF TIME H ave you ever set a goal only to find yourself looking in the mirror and asking yourself why you still haven’t gotten where you wanted to go? Here’s an example of something I’m going for: My lifetime vision for my health is to have the flexible body of a Greek god. Now don’t laugh at me there. I don’t know where I came up with those words, but when I write that down and read it, those words create a clear picture in my mind of exactly where I want to end up and charge me up to want to get there.

Write it Down

need to have. So, given your 90-day vision, what habit, project, or conversation do you need to have so you can get to that vision?

So for example, my lifetime vision for my health is to have the flexible body of a Greek god.

Let’s be real: creating real, lasting, transformational change in your life is hard work. But in this article, I’m going to share some shortcuts I’ve learned over the years that have helped me create and sustain meaningful change in my life. Step No. 1: Write down your lifetime vision for your bigger future. With any goal, you need a road map for actually getting where you want to go. It’s one of the reasons you so often fail to get the result you’re looking for. I learned this at a very young age. Around the time I was 13, my dad introduced me to Zig Ziglar’s goal-setting tools. I instantly loved the whole process of thinking through what I wanted and how I was going to get there, then breaking that down into the smaller steps I needed to take action and actually reach my goals. Here’s what to do. Start with the following areas of your life: God, your spouse, your kids, your health, your friends, and how you’re going to use your unique talents to make sure the world is a better place because you were here. Now, envision what it looks like in all those areas if you achieved everything you wanted to. There are two rules here: 1) think big and 2) don’t limit yourself! Now, write that down in a manner as vividly and emotively as you possibly can. It doesn’t have to be perfect, just get it written. Congratulations! Now you have a lifetime vision! There’s so much power just completing that one step. You’ve just obtained clarity for yourself and subconsciously told your brain the things it should and should not be looking for — I could go on and on.

My 90-day vision for my health is to make flexibility training an integrated part of my fitness routine. I’ve decided the action that’s going to get me to that 90-day vision is that I need to start the habit of doing yoga once a week, every week. Step No. 4: Take action . Now you know what to do … you just have to do it! One way to jump start your activity is to share your vision with someone else. The mere act of sharing your goals with someone else will create powerful internal motivation for you, because you’re not going to want to tell someone, “Hey, I’m going to accomplish X,” and then have them see you not get there. Something else you can do is find a friend who has a similar goal and work towards accomplishing your goals together. Step No. 5: Repeat steps No. 1 through No. 4 every quarter . You need to go back every quarter and walk through those four steps. The reason is that your lifetime vision will likely change a little over time because 1) you will change and 2) because life will throw curveballs at you. If your lifetime vision changes, then your 90-day vision and actions will need to change too. You’ve got to keep it fresh, so it’s really where you want to go and you’re motivated to get there. -David W. Shepherd , Jr.

Now you need to break that vision down into smaller, actionable steps. Step No. 2: Break down that lifetime vision into a 90-day vision. Now that you have a clear lifetime vision, envision where you need to be in 90 days to move you closer to that lifetime vision in each of those key areas in your life. Now write that down. Continuing with my example, my lifetime vision for my health is to have the flexible body of a Greek god. Am I going to be able to accomplish that in the next 90 days? Probably not. So where do I want to go in the next 90 days that will get me closer to that lifetime vision? So my 90-day vision for my health is to make flexibility training an integrated part of my fitness routine. I’ve gotten much stronger over the last two years of lifting heavy weights, but I’ve also sacrificed a lot of flexibility for that strength. So, I need to work on my flexibility to get closer to that lifetime vision. Step No. 3: Clearly define the action you need to take during the next 90 days. It’s great to have a vision, but you’re not going to get there unless you put in the work. This is where you define action you need to take over the next 90 days to get where you want to be. For each key area of your life, this could be a habit you need to change or start, a project you need to complete, or maybe a conversation you

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