Annual Goal Setting Begins with Thanksgiving

As we approach the end of the year we look back on our achievements over the last twelve months and start thinking about goals for next year.  I am a strong believer in personal strategic planning and goal setting.   The first step in the goal setting process is to evaluate our values.  Thanksgiving is the perfect time to reflect on those things for which we are thankful.  By acknowledging what we are thankful for, we can easily identify the values that are of greatest importance to us.  Once we have clearly identified our values we can set meaningful goals for 2010.   When our goals are in integrity with our values we are more likely to monitor and achieve them.   We will find that reaching our goals will be much more relevant and rewarding.

Take a few minutes to write down what you are thankful for this holiday season.  Don’t forget to show gratitude to those around you who have helped you to achieve your goals or just put a smile on your face over the past year.

Happy Thanksgiving!!

About the author

Jane M. Young, CFP®, EA, MBA, CDFA

Jane M. Young is a Certified Financial Planner and co-owner of Pinnacle Financial Concepts, Inc. and Divorce Solutions, Inc. She has been a financial planner since 1996. She is also enrolled to practice before the Internal Revenue Service. Prior to becoming a financial planner Jane held several management positions at Digital Equipment Corporation and Quantum Corporation, where she worked for 14 years. Jane holds a Bachelor of Science degree in Business Administration from the University of Colorado and an MBA from the University of Colorado. She has also completed the two year Certified Financial Planner Professional Education Program with the College for Financial Planning.

Jane is very active in the community. She is the immediate past president of the Rotary Club of Colorado Springs and a past president of Leadership Pikes Peak. She is a graduate of the Leadership Pikes Peak class of 2004. She is a past president of the Financial Planning Association of Southern Colorado and a past president of the Pikes Peak Chapter of the National Association of Women Business Owners. Jane is also a member of the University of Colorado at Colorado Springs, College of Business, Alumni Leadership Team. Jane is a graduate of the Leadership Program of the Rockies class of 2009 and a graduate the Colorado Springs Leadership Institute class of 2011. She is also a member of the Estate Planning Council and Artemis. Jane was selected as a 2010 Woman of Influence by the Colorado Spring Business Journal.

As a fee-only financial planner Jane is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the National Association of Tax Professionals and the Alliance of Cambridge Advisors. She has been quoted in several local and national publications including The Wall Street Journal, US News and World Report, Consumer Reports, Investment News, MSN Money, Kiplinger Magazine, Financial Advisor Magazine, and the Colorado Springs Business Journal. She also works as a volunteer instructor to new advisors with the Alliance of Cambridge Advisors and has worked as an adjunct instructor at the University of Colorado at Colorado Springs.

Jane is from St. Louis, but grew up in Colorado Springs. She enjoys skiing, golfing, traveling, hiking, painting and learning to speak French.

Leave a Reply

Copyright 2014   About Us   Contact Us   Our Advisors       Login