Setting and Achieving Goals: A Guide for the New Year | Steven Evensen

Setting and Achieving Goals: A Guide for the New Year

By: Steven Evensen

As we step into the new year, it’s a natural time for reflection and planning. Whether your aspirations involve financial independence, buying your dream home, or setting up a robust retirement plan, the key to achieving your goals lies in structured planning. As financial advisors, we partner with our clients to help turn dreams into actionable steps.?

Here are three principles to help you start strong in your goal-setting journey:

Aim Big: Think Beyond Limits

The new year brings a fresh slate, offering a chance to dream big. Whether it’s retiring early, launching a business, or funding your children’s education, don’t be afraid to set ambitious goals. Aiming big can inspire you to stretch beyond your comfort zone and uncover new opportunities. Remember, even the loftiest dreams can become achievable with the right strategies and a clear plan.

Be Specific?

A goal without a measurable target is like navigating without a map. Instead of saying, “I want to save money,” try setting a specific target like, “I will put x amount of money in my retirement fund each month.” Measurable goals allow you to track your progress and adjust your approach as needed. By defining larger aspirations into actionable milestones, you’ll stay motivated and focused.?

One of my goals this year is to create more content and write two articles a month. This is extremely easy for me to track, and I’m already halfway there this month!

Track Goals: Stay Accountable

Setting goals is easy, but consistent hard work is what makes a goal achievable. Tracking your progress is essential to your success. Regular check-ins, whether monthly or quarterly, can help you assess your progress and identify areas for improvement. Utilizing tools like budgeting apps, financial statements, or even a simple spreadsheet can make tracking your goals more manageable. Consistent reviews not only keep you on track, but also allows you to celebrate your achievements along the way. The best part of my job is celebrating with my clients when they reach a financial milestone!

How We Can Help

Achieving your goals requires more than just determination; it takes strategy and accountability. At Gerber Kawasaki we specialize in helping clients clarify their goals, develop actionable plans, and stay on course throughout the year. Whether you’re aiming for financial independence, planning for retirement, or navigating equity compensation, we’re here to guide you every step of the way. Keep an eye out for GK’s new software that will help you review your goals and track all your assets in one place.?

Let’s make 2025 the year you turn aspirations into accomplishments. Contact us today to start your plan for your next chapter.

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Gerber Kawasaki Wealth & Investment Management is an investment advisor located in California. Gerber Kawasaki Wealth & Investment Management is registered with the Securities and Exchange Commission (SEC). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Gerber Kawasaki only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Gerber Kawasaki Wealth & Investment Management 's current written disclosure brochure filed with the SEC which discusses, among other things, Gerber Kawasaki Wealth & Investment Management's business practices, services and fees, is available through the SEC's website at: https://www.adviserinfo.sec.gov .?

Steven Evensen is a Financial Advisor of Santa Monica, California-based Gerber Kawasaki Inc., an SEC-registered investment firm with approximately ~$3.16B billion in assets under management as of 9/30/24.? The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which course of action may be appropriate for you, consult your financial advisor. No strategy assures success or protects against loss. Readers shouldn't buy any investment without doing their research to determine if the investments are suitable for their situation. “All investments involve risk and one should consult a financial advisor before making any investments. Past performance is not indicative of future results."?