Goal Setting, Accountability, and Work-Life Balance

Setting your goals is only one part of achieving them, the second part is needing to hold yourself accountable. 

You can do this by having an accountability buddy. This is a person who can support you achieve your goals and action plans. 

Defining your goals can be difficult, but a nice trick we learned was writing the goals in the current tense as if you are there now. 

Not ‘I want to be’ but instead, ‘I am’.

Doug interviewed Sarah Bloxham, who is the director and chief talker of Let’s Talk! Mortgages & Insurance (Episode 7 Let’s Talk Goals and Accountability). They discussed her first time setting goals and where she is now, and how they’ve helped her go from the bottom of everything, where she thought she was going to have to sell her car to try and have money to feed the family, to winning multiple awards and being able to have her weekends free from work.

Some of her first-time goals went like this:

  • I am an India T team member 
  • I have two holidays a year
  • I cook regularly
  • I get weekends away
  • I am appreciated 
  • I can breathe
  • I have a new office
  • I have an assistant 
  • I have balance

After forgetting about these goals she had written, in a little black book that Doug had given her in 2018 at a conference in Australia Doug was speaking at, she found she had achieved 70% of them by 2020!

‘Sometimes you think it’s just not possible, but the madness is you just need to write them down’ – Doug Bennett, CEO

The goal-setting process isn’t just for work life, but it can also help various different aspects of your life, such as personal goals, which can improve your work-life balance. 

When you run a business, you can get excited and carried away, but you have to remember the work-life balance aspect of things. Perfecting time management is also crucial for setting and achieving goals.

‘Balance is important everybody, it’s one of the most important things’ – Doug Bennett, CEO

Although lockdown and COVID-19 have made it more difficult, if it’s a goal it’s still possible. A lot of people are worrying about the world coming to an end, but if you’ve got something to look past, something to look at, and something to aim for, it helps.

The madness of it all is once you’ve set the goal up and you’ve told your subconscious how big it wants to be, all of a sudden it starts looking out for the information you need to be able to achieve that goal, that’s the craziness of it all.

Unless you tell your subconscious what it is that you want, it’s just going to wander around aimlessly pulling things in, sometimes it’ll pull things in that don’t make any sense or certainly aren’t going to take you towards anything meaningful.

The important thing here is to get your goal first off, write them down, that then connects to your brain. This will then open the doors and open up the opportunities for you to actually find the things that you need to be able to achieve them.

Goal setting is an integral part of the Work Optional Lifestyle Financial Planning™ service where we ask our clients to think about their goals and what they want to do with their lives, once they make work optional. It’s a very rewarding process that our clients love.

Click here to enquire about our Work Optional Lifestyle Financial Planning™️ service.

Listen to Doug’s ever-growing podcast series by clicking on one of the links below: 

Spotify: Goals DO Come True with Doug Bennett | Spotify 

Apple: Goals DO Come True with Doug Bennet‪t | Apple 

Google: Goals DO Come True with Doug Bennett | Google 

Doug Bennett, a Lifestyle Financial Planner, Mortgage Broker, and International Speaker, has now released his first book, Goals Do Come True – From the Edge of Financial Oblivion to a Life of Freedom and Fun. Click the link to purchase! You could even leave a review to help others find it.

Read our blog on ‘The Benefits of Wealth Preservation with DB Wealth Planning and Preservation’

Read our blog on ‘The importance of goals & thoughtful planning for your future wealth’

Latest Articles

The One Question That Can Help Transform Your Sales Target

By Doug Bennett, with special guest Michelle Terpstra Do you have a big juicy revenue goal for 2022? If you’re a service-based entrepreneur, have you...

Read MoreMay 2, 2022

7 Principles of Wealth Planning & Preservation

7 Principles of Wealth Planning & Preservation We encourage all of our clients to live by these 7 principles. These principles have helped numerous clients...

Read MoreOctober 21, 2021

My Most Frequently Asked Questions

Having a clear view of what you want to achieve makes it easier to strive towards your goals.

Read MoreSeptember 30, 2021

5 Elements for a Work Optional Lifestyle

5 Elements for a Work Optional Lifestyle Deciding if a Work Optional Lifestyle Financial Plan™ is right for you can seem daunting at first, but...

Read MoreAugust 13, 2021

Do you have a question or comment?

If you have any questions or comments about any of our blog posts or articles, we would love to hear from you!

Please fill in the form and we will get back to you.