Hi there! I'm a financial planner for therapists! I help therapists navigate every element of their financial lives and make financial decisions with ease and confidence – both in your practice and your personal life.
Guided reflection tools for an epic 2023
Hi Reader!
It's December. The holiday season is in full swing, and pretty soon we'll be turning the page on 2022.
Does it feel like this year has flown by? It sorta feels that way to me!
Time flying by isn't necessarily a bad thing... but it has prompted me to reflect on how I'm using that time.
What's truly important to me? What activities do I want to spend more time doing? What things do I want to spend less of my limited time and energy on?
Since it is about to be the new year, I've been setting aside a bit of time to plan out what I want 2023 to look like.
And at the advice of my business coach, I've been planning time away from work first. Making rest and recuperation the top priority... and then slotting in work time around those important self-care goals. To a part of me, this feels a little reckless! And it also seems pretty wise.
I've included below my signature two of the tools I've been using to guide this year-end reflection. I hope you find them useful!
These are some of the tools I use with clients to help them define and build their great life. Because financial planning really is about life planning. It's about using your financial resources to create a life you truly love living. You can learn more about life planning (and grab some additional visioning exercises) here.
I hope you and yours have a joyous holiday season!
Best,
Dave
Brainstorm Compelling Goals for your Life 🎯
If you want to ensure you have a well-rounded vision of your great life, the Goals for Life grid exercise is for you. It will help you define meaningful goals in each of the important areas of your life (e.g. health, family, career, spiritually… and more!)
🔗 Click here to create your copy of the Goals for Life grid exercise.
Build your Ideal Day, Week & Year 🗓️
If you’d like to get specific and clear about the life you’d like to be leading on a daily (and even hourly) basis, the ideal day, week and year exercise is for you.
I’ve found this exercise to be really powerful. It forces you to get specific about how you want your days to flow — and the amount of time you need to make progress on your important goals.
🔗 Click here to make your own copy of Ideal Day, Week & Year worksheet.
Once you’ve completed that exercise, you might want to track your daily progress towards your ideal, which you can do with my Ideal Week Tracker. The first tab is blank for you to complete, and the second tab is an example of how I used it. (You’ll notice I fell off tracking my days, which is totally ok! You don’t have to rigidly follow any of these worksheets - they are simply tools to help you bring greater clarity and awareness around how to build a life you love).
🔗 Click here to create your own private copy of the Ideal Week Tracker.
David W. Frank
Hi there! I'm a financial planner for therapists! I help therapists navigate every element of their financial lives and make financial decisions with ease and confidence – both in your practice and your personal life.
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