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Value Creation Blog

Did You Write A New Years Resolution? – Wealth

Posted by Josh Patrick


This entry is a little late, but since I don’t do New Year’s resolutions being late is OK with me.

Did you write goals for this year?  If so, why?  Wouldn’t it make more sense to just measure where you are, have a clear purpose for your business and life, and move on?

For me the following two statements are what drive my life:

On a business level I want to make my clients lives better.

On a personal level I want to do interesting things with interesting people.

I can say that last year was a good one for both.  I helped make many of my clients lives better.  We did this by looking at what was important for them, why it was important, and how we could accomplish the what’s in life.

I think that having a method for moving people forward in their business and personal life is what my business is about.  Over the past years I’ve developed several strategies and methods for helping me achieve my business mission.  I suspect that I’ll develop more processes this year.  I’m hoping that at the end of the year I’ll be able to look back and say, “yes I did help better my customers’ lives”.

On a personal level I met many really interesting people this year and had an opportunity to do things and spend times with those new friends and acquaintances.  I also spent a lot of time doing interesting things with old friends.  Some of these people were clients, some were associates, and some were friends.  I think it’s important for us to expand in all areas of our lives and finding interesting people is an important part of that trip for me.

I suspect that when I get to the end of this year I’ll once again be able to say that I’ve done interesting things with interesting people.  I know that I’ll put myself in a position where this can happen. 

For me, replacing goals and New Year’s resolutions with constant improvement makes more sense.  I just find the trip more interesting than any goal.

What’s important for you?  Did you write goals for the year, a New Year’s resolution?  Or, are you like me and just have a clear mission that points the way every day?

Josh Patrick

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Topics: mission vision values and goals, for business owners, wealth management, wealth, goals

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