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2017 Goals and Objectives

I can’t believe I have the opportunity to write another one of these posts on this blog.  I have been writing these posts and their subsequent reviews for years.  Looking back at these posts is one of my favorite things about this blog; it allows me .  It allows me to look back a year later, review what I was thinking, and actually be honest with myself whether I met those goals and objectives.  This is not a resolution post.  A resolution post usually contain an end result rather than an actionable step to get there.  I find, for me, it is better to myself with a measurable step to hold myself accountable.

Last year my overlying goals and objective theme was that I was getting too complacent, and more specifically, it was time to get over the fact that good is the enemy of great.  If I were to choose an overarching theme for 2017 is actually building on the idea that “good is the enemy of great.”  I’d like to up the intensity and focus on the things that I want to do either because I enjoy them or because they are financially lucrative, removing those that don’t meet either category.   I have felt too stressed for time to keep up with just doing everything I have been doing.  So if there is an overall theme for 2017 it will be to keep up the intensity while being focused. 

For the past few years I have split my goals and objectives into the following categories:
  • Personal Life
  • Professional Life
  • Blogging World
  • Online Income World
  • Financial Goals

Think I’ll continue with that tradition.

Professional Life

I break this down into two categories: Career and Law Practice


My actual responsibilities are currently morphing as estate planning for high net worth individuals morph due to legislative changes, so it is hard to provide myself with a goal.  My job isn’t in danger of becoming obsolete, rather it just changing.  My goal this year is to have at least one or two conversations with all, regardless of how big or small, insurance agents and financial planners to discuss how I could help them with their practice.

Law Practice

I like my small practice, but I have strayed from my estate and business succession planning niche in certain cases, and I have regretted it each time.  I am not set up to be properly compensated.  My two goals for my small practice are:

  • Actively turn down and refer out business I do not want.  I will not feel guilty for turning down business regardless of my relationship with the requester.
  • Actively ask every new client for referrals.  I need to come up with a system to use when it is appropriate.

Blogging World

I just had a blog audit done by Grant at MillennialMoney.  My goal this year is to keep writing a few times a month plus get through that audit report fixing my litany of back-end problems.

Online Income World

A year or two ago I wrote in this type of post,

In the last quarter I made a push with old advertisers, and you know what? It worked! This year my goal is to go through 3 months of old emails the first week of every month.  I know that may not mean a lot to those reading the blog, but it basically means I reach out to old advertisers and reintroduce myself.

Specifically, I’d like to hit up a month or two of emails every other week.

Financial Goals

Same as last year, I want to continue my $500/mo to my dividend investment fund.  I also want to average $200/mo of investment income (dividends plus selling naked put and covered call option contracts).

Personal Life

This is the only place where I don’t have any measurable goals is with my personal life.  I don’t talk about it much on this site, so even if I did I don’t think it would be all that detailed.  But generally, things are pretty great at home.  My goal is to get my ass home most days at a normal time (before 6pm).  That gives me an hour or two with the kids.  I recently started getting back into Crossfit, so if I had to give myself a personal goal it would be an average of 2 to 3 lunches at the gym.




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