Success and Happiness in 2015 – Life Planning









Have you had a good year? Have you accomplished your goals? Have you been enjoying prosperity, success, and happiness this year?

Well, it’s time to close out the books on this year and bring in success and happiness for 2015. Since it’s the end of the year it’s a a great time to reflect on what went right, what didn’t happen that you wanted to have happen, and what you want to achieve in the coming year.

For the last ten years I have invested time and thought into setting goals for the coming year. It’s my firm belief that going through this exercise has resulted in a financially successful coaching practice, awesome clients of my choosing, and a balanced and happy life.

You can create your path in life

Do you take part in any rituals at this time of the year? Do you conduct Life Planning for you and your family? It’s funny because most people put more effort into planning a vacation than they do in planning their lives. So they focus on the short term rather than the big picture. Not that there’s anything wrong with being spontaneous. You can enjoy spur-of-the-moment events while still planning for the bigger long-term goals.

If you were thinking longer-term, just consider how your life could change if you intentionally planned out not only the coming year, but the next 5 years. What I’m talking about is creating a 5 year Life Plan, and acting on your plan.

Be deliberate

Each year at this time, my husband and I pack up the VW Tiguan and head for hills. The hills of Sedona, Arizona, that is. We bring our laptops, our dog, and some good wine, and we stay at a resort where we deliberately plan out the coming year. Call it Business and Life Planning if you will.

Could you do this?

In our Life Plan annually, we rate our happiness in areas such as quality of clients we are working with, satisfaction with our chosen profession, how much we are sticking to our ideal work week, and happiness with the beauty of our working environment.

Then we go on to review whether we are spending time doing the things that make us happy. Activities such as being with friends and family, focusing on maintaining excellent health, scheduling time for self-care such as work outs, massage, facials, and the like. We review whether we are growing spiritually, taking exciting and restful vacations, and making sure that we are growing our financial nest egg.

Finally we discuss what we want to do more of, whether we are involved in creative and passionate projects, and if our home is the way we want it.

Speaking of home, this year we’ve done quite a bit to our house. We decided to renovate our master suite with a new bathroom (with a rainfall shower) and updated master bedroom. Like many projects, we ran into a few challenges like having to entirely replace an exterior wall due to water damage. But that’s the nature of the beast when you tackle projects like these.

You don’t attract what you want; you attract what and who you are

I’ve heard over and over again from financial advisor clients and investment professionals that they want more financial success in their lives, but when I ask if they walk their talk I find that they do not.

  • If you’re taking any client who comes your way, you may not be living up to standards or values that make you attractive to quality clients.
  • If you’re in a job you hate, where you are putting up with a micro-manager boss and company values that don’t suit you, then your life may not be optimal.
  • If you’re running an investment business where you don’t value your staff, you don’t invest in your own skills, or your company procedures are a mess, you are not living up to your full potential. This may result in a poor quality of life because you’re not attracting what you want into your life.


I encourage you to set aside time at the end of this year to create a Life Plan that will give you some direction for where you want to go with your life. For my Financial Advisor clients, a Business Plan is also necessary to plot your strategic direction next year. For my financial career-coaching clients, it could be time to pull the trigger on a new career direction using job search coaching. Achieving success in the finance and investment field is done through deliberate action. Make sure you are taking the actions needed to create the life you want.

Request a Consultation to learn more.

About Suzanne Muusers