partner and co-founder
of Denver, Co.-based
LifeHealthPro.com | January 2016 | Retirement Advisor 17
How do you plan out
your annual goals?
Go to this article on
to share your thoughts
on goal-setting in the
“The brave man carves
out his fortune, and every
man is the sum of his own
“You get in life what you tolerate,” former Navy SEAL Mark Divine said to us at a retreat I attended last
year, which focused on creating an unbeatable
mindset. This statement resonated with me.
When I am honest with myself, I know there
are things in my life I tolerate instead of saying “NO” and making a change, whether it be
health habits, relationships or simply just being
lazy about something. Fighting those small
battles requires us to put forth extra energy,
and that is just hard sometimes.
As you reflect on the year ahead, I hope you
have a great deal of hope and enthusiasm for
achieving your goals, both professionally and
personally. As you plan, consider the following
framework, the BIG 3 Ps: passion, principle,
purpose. I use it to help me find my set point or
Think of it as the foundation for a large
building you are planning to construct. Without
the proper foundation, your structure will not
be able to stand the test of time. Finding this
set point can be challenging at times, but it is
absolutely necessary in order to not just achieve
your goals but blow past them. That is why we
must start with the BIG 3 Ps as a filter for our
THE BIG 3 PS:
PASSION: Someone asked me recently, “How
do you come up with new and fresh ideas for
your business?” I told him I focus on what gets
me fired up about the industry, the things that
I feel I must share with potential prospects,
and I encouraged him to be just as focused on
discovering the one thing that he feels most
passionate about. Amazingly, he called me back
hours later with an entirely new business plan
that was so laser focused that I believe it will
completely reshape his year in 2016.
Key Takeaway: Focus your passion.
PRINCIPLE: The world needs more businessmen and women to be making decisions with
a principle-centered focus. I am not trying to
preach or make a political stance. I simply do
not know how someone can set a goal, achieve
it, and then maintain that success unless it is
grounded on universal principles. We do not
devote enough effort and time to concerning
ourselves with what the right thing to do is.
Key Takeaway: Focus on establishing honor
in your business.
PURPOSE: The most powerful force is when an
individual has a meaningful purpose in life. You
have only two choices: Get on board or get out
of the way. I like to think of it as handing a warrior a sword for battle. The sword is an object
that lets people know the warrior is serious
about his cause and is not afraid to unsheathe
it in order to further his purpose. Make a
commitment to yourself to help others achieve
their goals, and watch your own life be blessed
in ways you couldn’t have forecasted.
Key Takeaway: Commit, and, as the Navy SEALs
say, “Burn your boats.”
Finally, here is the outline that I use for
planning my annual goals. Take the time to
answer these questions as you prepare for a
ANNUAL FOCUS PLAN FOR 2016:
1) The ONE most important thing for
The big 3 Ps: Passion-Principle-Purpose
me to focus on.
2) Top 3 goals related to my ONE thing.
3) New habits to develop and integrate.
4) Partner to hold me accountable to my
As always, I look forward to continuing to
share different strategies that will help you
grow your practice! RA