New Year, New Me? My Goals for 2015

Philadelphia financial advisors goals for 2015

Goals are meant to be hard!

I like me.  I think I’m okay.  However, that doesn’t mean there’s not room for improvement. In fact, “N” might say a lot of room for improvement.

In that spirit, I think it’s time to make a list of my goals for 2015.  Is it too late to talk about my New Year goals? (Spoiler alert . . . procrastinating less might make the list!)

One of the main reasons I would like to share my goals with you is accountability.  I’ve always enjoyed accountability, mainly because it’s a wonderful motivator.  When you say that you’re going to do something, you do it.  This list is my way of putting my goals out there, and knowing that by the end of the year, I need to achieve them.  You are all officially my watchful eyes!

I also don’t like to set easy goals.  Easy goals are lame.  What’s the point of setting a goal that you know you can easily achieve?  Goals are intended to push the limits and take you outside your comfort zone.  Therefore, while some of the goals listed below may be a stretch.  I’d rather fail trying than not try at all.

So here we go!  Fitness goals, Professional Goals, and Personal Goals

Fitness goals

  1. Qualify for the Boston Marathon – A few years ago, and heck, maybe even a few months ago; qualifying for the Boston Marathon would have been little more than a pipe dream. The idea of it was so far outside the realm of possibility that it never would have crossed my mind.  However, that all changed when I ran a 3:09 Philadelphia marathon in November 2014.  Now I just need a 3:05 marathon…7:04 per mile. That still seems so far away!
  1. Do another triathlon – I loved competing in the few triathlons I’ve entered. Unfortunately, my hatred of swimming prevented me from entering more than those few. My goal this year is to do another race.  It will force me to get back into the pool, and get better at something that is difficult for me.  It will also keep “N” from nagging…I mean…reminding me that I’m wasting my ACAC membership.
  1. Lift weights – As much as I enjoy working out, I rarely, if ever, lift weights. I spend so much time running that I rarely feel like hitting the gym afterwards.  However, since the size of my biceps matches my son’s, I think it’s time to expand the scope of my workouts!

Professional Goals

  1. Write a book – This one is a bit of a stretch, but it’s definitely something I would love to accomplish in 2015. My initial plan is to write about succession planning in the financial services industry from a buyer’s perspective. I briefly touched on the issue before, but there are so many 60+ advisors with no succession plan in a place.  Clients should be sure that their advisors have a plan.  A full-length version of my previously published article is available here.
  1. Keep posting once a week – Everything you see on this site is original and self-developed by yours truly. Because I want everything to be unique, personal, and informative, it does take time and energy. It takes time to create a concept, work through the idea, and review it, not to mention the usual re-writes and tweaks. Then, it goes through another proofread and finally gets the “okay” from compliance. I’ve been lucky to achieve this goal in 2014 and I want to continue in the New Year! However, if I do miss a week, I can always blame it on being a new parent, right?
  1. Be quoted on a big outlet (yahoo, cnnfn, huffington post, etc.) – I read articles every day on various “big” outlets that include interviews and comments from individuals working in the industry. I believe that I have a strong voice and I would welcome the chance to be interviewed by any one of these sources. (Shameless plug – if you know anyone who can help in this endeavor, feel free to connect me!)

Personal Goals

  1. Read more – I have never been a huge reader. Don’t get me wrong…I like reading, but I really like TV. With all those channels who doesn’t?  That being said, it’s time.  I need to put down the remote and pick up a Kindle! Two books per month is the goal, which means 24 for the year!  Go big or go home.  For the record, I’m a fan of non-fiction; if anyone has any great suggestions, send them my way!
  1. Eat better—Overall, “N” and I eat reasonably well, but we both have a serious sweet tooth. Sundays at our house are considered “Whole Food Cookie Bar” day. I’m not talking about one cookie – I am referring to indulging in 4-5 cookies each on the 10-minute ride home from the store. We are officially cookie junkies. So…while I will still have that one sweet treat cheat day, the goal is to cut down on my sugar intake during the rest of the week. Quality versus quantity!

There they are, folks.  My list of goals for 2015!

Now it’s your turn to share.  What are your goals for 2015?

Image courtesy of Stuart Miles at

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2 Responses to New Year, New Me? My Goals for 2015

  1. John Kyle February 3, 2015 at 5:19 pm #

    Non-fiction recommendations:

    1. Unbroken by Laura Hillenbrand
    2. The Boys in the Boat by Daniel James Brown
    3. The Devil in the White City (or any other book, like In The Garden of Beasts) by Erik Larsen

    Good luck…it will take commitment!

    • Daniel Zajac, CFP®, AIF®, CLU® February 4, 2015 at 8:05 am #

      Thanks for the recommendations John. Unbroken is a great book. I still need to see the movie. I’ll add the others to the queue

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